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STERLING M&G CAUTIOUS MULTI-ASSET LF - Fund overview

No Bestinvest rating

Overview of STERLING M&G CAUTIOUS MULTI-ASSET LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. STERLING M&G CAUTIOUS MULTI-ASSET LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	July, 2007
Size	£23m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	32.50p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	5.25%
Annual management charge	–
Total expense ratio	0.00%
Reduction in yield (10yr)	0.54%

Bestinvest says

No information available.

Portfolio

sterling m&g cautious multi-asset lf asset allocation illustration

Allocation		Proportion

	Equity	60%
	High yield bonds	5%
	Quality bonds	15%
	Property	10%
	Commodities	0%
	Hedge	5%
	Fund cash	5%

sterling m&g cautious multi-asset lf equity geographic illustration

Allocation		Proportion

	UK	80%
	Europe	20%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

sterling m&g cautious multi-asset lf equity capitalisation illustration

Allocation		Proportion

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

View all performance data for STERLING M&G CAUTIOUS MULTI-ASSET LF

Investment process

The fund’s objective is to maximise total return (the combination of income and growth of
capital) through investment in a diversified range of asset types. Subject to this, the fund aims to grow income in the long term.
The fund invests mainly in securities, fixed income assets, warrants, money market instruments, deposits, cash, near-cash and property via collective investment schemes and, with the exception of property, by investing directly in these assets. The fund may also invest directly in derivative instruments for the purposes of investment and efficient portfolio management. The fund will invest no more than 60% of its portfolio in equities.

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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