fund
WS PRUDENTIAL RISK MANAGED ACTIVE 4 P
PRICE (INC)
130.43p
PRICE (ACC)
153.54p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.49%
ONGOING CHARGE
0.61%
YIELD
1.9%
1 YEAR
4.26%Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Sub-fund aims to achieve longterm (in excess of 5 years) total return (the combination of income and growth of capital) by investing in a mix of assets from around the world and aims to limit the average volatility per annum over rolling 5 year periods to 14.5%.
Fund summary
| Sector | Volatility Managed |
|---|---|
| Structure | OEIC |
| Launched | November 2013 |
| Size | £330m |
| Yield | 1.9% |
| Dividends paid | December |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.49% |
| Ongoing Charges Figure | 0.61% |
Investment Process
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