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INVESTEC CAUTIOUS MANAGED A - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of INVESTEC CAUTIOUS MANAGED A

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

Standard Initial Charge

4.50% 0.00%

Invest via Bestinvest

to save 4.50%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  March, 1998
Size  £2,150m
Yield 1.7%
Charging basis  Income
Dividends paid  28/2, 31/5, 31/8, 30/11.
Bid price(inc) 211.07p -0.47p
Bid price(acc) 313.12p -0.69p

Fund Charges

Standard Initial charge 4.50%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.61%
Reduction in yield (10yr) 1.61%

Bestinvest says


No information available.

Portfolio

investec cautious managed a asset allocation illustration
Allocation Proportion
Equity 54%
High yield bonds
Quality bonds 40%
Property
Commodities
Hedge
Fund cash 6%
investec cautious managed a equity geographic illustration
Allocation Proportion
UK 96%
Europe
Nth America 3%
Japan 1%
Pacific
Other Equity
investec cautious managed a equity capitalisation illustration
Allocation Proportion
Large Caps 67%
Mid Caps 11%
Small Caps 22%

Investment process


The Fund aims to provide a combination of income and long-term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times, the Fund’s equity exposure will be limited to a maximum of 60% of the portfolio value.

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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