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DB PLATINUM IV PAULSON GLOBAL I1C-G GBP - Fund overview

No Bestinvest rating


Overview of DB PLATINUM IV PAULSON GLOBAL I1C-G GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. DB PLATINUM IV PAULSON GLOBAL I1C-G GBP does not fall into either of these categories at present.

Standard Initial Charge

0.00% 

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  March, 2011
Size  £63m
Yield 0.0%
Charging basis  –
Dividends paid  Retained
Bid price 6,505.00p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 0.11%
Total expense ratio 0.22%
Reduction in yield (10yr) 0.22%

Bestinvest says


No information available.

Portfolio

db platinum iv paulson global i1c-g gbp asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The investment objective of the sub-fund is to provide Shareholders with a return linked to the performance of the Synthetic Managed Basket. The Basket seeks to construct a diversified portfolio dedicated to event driven opportunities. The areas of investment include merger arbitrage, event arbitrage, distressed investing, and special situations both long and/or short and through both debt and equity. The primary objectives of the Basket is capital preservation, low correlation to the broad markets, and minimal downside volatility. Paulson uses direct and market hedges to minimize market correlation and drawdowns.

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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