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WAY GLOBAL CAUTIOUS PORTFOLIO B - Fund overview

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Find rated mixed investment 20-60% shares funds

Overview of WAY GLOBAL CAUTIOUS PORTFOLIO B

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

Standard Initial Charge

5.25% –

Fund summary

Sector	Mixed Investment 20-60% Shares
Product type	OEIC
Launched	March, 2005
Size	£53m
Yield	0.0%
Charging basis	–
Dividends paid	May
Bid price(inc)	123.59p
Bid price(acc)	123.58p

Fund Charges

Standard Initial charge	5.25%
Initial charge via Bestinvest	–
Additional bid/offer spread	0.00%
Annual management charge	1.45%
Total expense ratio	1.45%
Reduction in yield (10yr)	1.45%

Bestinvest says

No information available.

Portfolio

Allocation		Proportion

	Equity	60%
	High yield bonds	–
	Quality bonds	20%
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	20%

way global cautious portfolio b equity geographic illustration

Allocation		Proportion

	UK	25%
	Europe	25%
	Nth America	25%
	Japan	10%
	Pacific	10%
	Other Equity	5%

way global cautious portfolio b equity capitalisation illustration

Allocation		Proportion

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

View all performance data for WAY GLOBAL CAUTIOUS PORTFOLIO B

Investment process

The objective of the Fund is total investment return through conservative investment in a diversified portfolio of collective investment schemes, investment trusts, other listed securities, cash or near cash, deposits and money market instruments.

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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