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VANTAGE GLOBAL INVESTMENT USD - Fund overview

No Bestinvest rating


Overview of VANTAGE GLOBAL INVESTMENT USD

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

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  January, 1996
Size  £255m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 31,725.00p

Fund Charges

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

Bestinvest says


No information available.

Portfolio

vantage global investment usd asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The Fund seeks to meet the needs of investors who are equally concerned with
generating absolute returns (i.e. relative to cash) as with generating relative returns (i.e.
relative to stock market indices). This focus is reflected in the Fund’s Investment
Benchmark, which is constituted 50% by the Risk Free Rate of Return in a basket of
currencies and 50% by the FT/S&P Actuaries World Total Return Index. The Fund’s
investment objective is to exceed the returns of this Investment Benchmark without
exceeding its volatility.

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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