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IM DISTINCTION DIVERSIFIED REAL RETURN - Fund overview

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Overview of IM DISTINCTION DIVERSIFIED REAL RETURN

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IM DISTINCTION DIVERSIFIED REAL RETURN does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  OEIC
Launched  January, 2010
Size  £61m
Yield 0.0%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 111.17p

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 2.30%
Reduction in yield (10yr) 2.50%

Bestinvest says


No information available.

Portfolio

im distinction diversified real return asset allocation illustration
Allocation Proportion
Equity 34%
High yield bonds
Quality bonds 31%
Property 1%
Commodities 8%
Hedge 26%
Fund cash

No data available.

No data available.

Investment process


No information available.

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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