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WAY GLOBAL CAUTIOUS PORTFOLIO B

PRICE (INC)

158.11p

PRICE (ACC)

158.1p

INITIAL CHARGE

5.25%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

2.16%

YIELD

0%

1 YEAR
-0.36%
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Prices as at 28 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

Fund summary

SectorMixed Investment 0-35% Shares
StructureOEIC
LaunchedMarch 2005
Size£39m
Yield0%
Dividends paidMay

Charges

Standard Initial Charge5.25%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure2.16%

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 information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning