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KAMES INFLATION LINKED A - Fund overview

No Bestinvest rating
Find rated mixed investment 0-35% shares funds


Overview of KAMES INFLATION LINKED A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. KAMES INFLATION LINKED A does not fall into either of these categories at present.

Standard Initial Charge

5.50% 0.00%

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to save 5.50%

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Fund summary

Sector  Mixed Investment 0-35% Shares
Product type  OEIC
Launched  November, 2010
Size  £256m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 126.03p

Fund Charges

Standard Initial charge 5.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.00%
Total expense ratio 1.08%
Reduction in yield (10yr) 1.08%

Bestinvest says


No information available.

Portfolio

kames inflation linked a asset allocation illustration
Allocation Proportion
Equity 8%
High yield bonds –
Quality bonds –
Property –
Commodities 12%
Hedge 79%
Fund cash 1%
kames inflation linked a equity geographic illustration
Allocation Proportion
UK 100%
Europe –
Nth America –
Japan –
Pacific –
Other Equity –
kames inflation linked a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for KAMES INFLATION LINKED A

Investment process


To maximise total return and outperform the FTSE Index Linked Gilts, over 5 years (total return) index (for which underlying securities are linked to UK price inflation), by investing principally in fixed income assets, equities and derivatives (including commodity indices) denominated in any currency. The fund may also hold other Collective Investment Schemes, permitted money market instruments and may occasionally have indirect exposure to property.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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