Fund search Browse or

MATRIX EVENT DRIVEN - Fund overview

No Bestinvest rating

Overview of MATRIX EVENT DRIVEN

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

Standard Initial Charge

4.00% –

Fund summary

Sector	–
Product type	OFFSHORE FUND
Launched	March, 2006
Size	£17m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	108.02p

Fund Charges

Standard Initial charge	4.00%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.75%
Total expense ratio	2.11%
Reduction in yield (10yr)	2.11%

Bestinvest says

No information available.

Portfolio

matrix event driven asset allocation illustration

Allocation		Proportion

	Equity	–
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	100%
	Fund cash	–

No data available.

matrix event driven equity capitalisation illustration

Allocation		Proportion

	Large Caps	80%
	Mid Caps	15%
	Small Caps	5%

View all performance data for MATRIX EVENT DRIVEN

Investment process

To provide consistently high returns over a market cycle by investing in a range of absolute return funds that seek to capitalise on the opportunities presented by the global economic environment, the dislocations in the financial markets and specific corporate events.

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

Research