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HC CAERUS GLOBAL OPPORTUNITIES B - Fund overview

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Find rated mixed investment 40-85% shares funds


Overview of HC CAERUS GLOBAL OPPORTUNITIES B

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. HC CAERUS GLOBAL OPPORTUNITIES B does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  OEIC
Launched  September, 2006
Size  £5m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 109.66p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 2.17%
Reduction in yield (10yr) 2.37%

Bestinvest says


No information available.

Portfolio

hc caerus global opportunities b asset allocation illustration
Allocation Proportion
Equity 55%
High yield bonds –
Quality bonds 6%
Property 7%
Commodities –
Hedge 19%
Fund cash 13%
hc caerus global opportunities b equity geographic illustration
Allocation Proportion
UK 56%
Europe 12%
Nth America 17%
Japan 5%
Pacific 5%
Other Equity 5%
hc caerus global opportunities b equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for HC CAERUS GLOBAL OPPORTUNITIES B

Investment process


The Strategic Growth Fund aims to provide capital growth by investing in a globally diversified portfolio of equities, fixed interest securities, money market instruments, cash, structured products and alternative assets. The exact asset mix of the Fund will be determined by the fund managers in order to reduce risk and smooth volatility.
The fund targets a return of cash +4% (cash rate used is LIBOR), with the managers making tactical decisions based on their analysis of current market trends in order to generate superior returns.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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