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IGNIS MM CAUTIOUS - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of IGNIS MM CAUTIOUS

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

Standard Initial Charge

5.25% 2.25%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  October, 2007
Size  £28m
Yield 0.0%
Charging basis  Capital
Dividends paid  30/04, 31/07, 31/10, 31/01
Bid price(inc) 82.84p
Bid price(acc) 90.99p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 2.25%
Additional bid/offer spread 0.28%
Annual management charge 1.50%
Total expense ratio 2.51%
Reduction in yield (10yr) 2.76%

Bestinvest says


No information available.

Portfolio

ignis mm cautious asset allocation illustration
Allocation Proportion
Equity 45%
High yield bonds –
Quality bonds 55%
Property –
Commodities –
Hedge –
Fund cash –
ignis mm cautious equity geographic illustration
Allocation Proportion
UK 70%
Europe 10%
Nth America 10%
Japan 3%
Pacific 4%
Other Equity 3%
ignis mm cautious equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for IGNIS MM CAUTIOUS

Investment process


Multi-Manager fund of funds invested mainly in fixed income funds with some exposure to UK and overseas equity funds. It aims to provide an investor with income complimented by the potential for capital growth at the lower level of risk. Exposure to emerging markers is limited. An indirect exposure to the commercial property may be obtained.
The portfolio is concentrated and consists of 15-25 holdings. Funds are selected using bottom up approach.

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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