Fund of funds investing predominantly in equities.
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Sector | Flexible Investment |
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Structure | UNIT TRUST |
Launched | July 2012 |
Size | £42m |
Yield | 0.5% |
Charging Basis | Income |
Dividends paid | Acc units only |
Standard Initial Charge | 0% |
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Initial Charge Via BestInvest | 0% |
Additional Bid/Offer Spread | 0% |
Annual Management Charge | 0.75% |
Ongoing Charges Figure | 1.7% |
To maximise capital and income returns through investment in a range of assets, although up to 100% could be invested in equities. The Fund may invest directly in individual securities managed by a variety of external mandates and through collective investment schemes. Initially, the Fund is likely to be invested totally in collective investment schemes and as the Fund develops the Manager will use a strategy of the combination of both external investment mandates and collective investment schemes to achieve the Fund’s objective. The Fund may also invest in transferable securities, money market instruments, warrants, cash and deposits.
Past performance is not a guide to future performance. View full risk warning