WS SEQUEL REAL ASSETS DIVERSIFIED INST
Invests in a range of asset classes, targeting cash plus 2% returns.
PRICE (INC)
-
PRICE (ACC)
99.42p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.35%
ONGOING CHARGE
1.92%
YIELD
0%
1 YEAR
-Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
| Sector | Mixed Investment 20-60% Shares |
|---|---|
| Structure | OEIC |
| Launched | May 2023 |
| Size | £32m |
| Yield | 0% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.35% |
| Ongoing Charges Figure | 1.92% |
Investment Process
The Cautious Growth Fund aims to provide capital growth over the medium to long term by investing in a balanced and well-diversified portfolio of equities, fixed interest securities and commercial property, as well as money market instruments, cash deposits and alternative assets. The fund targets a return of cash +2% (cash rate used is LIBOR), with the managers making stock and asset allocations decisions based on their analysis of current market trends in order to lessen risk and reduce volatility.
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