ACUMEN Income Portfolio Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.62%
  • 3 Year sharpe0.23
  • 3 Year alpha-5.32
  • Distribution Typeaccumulation
  • BenchmarkMSCI World 100% Hdg NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.20%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupIFSL
  • DomicileUnited Kingdom

Investment Strategy

The aim of the Fund is to provide income, that is money paid out from investments such as dividends from shares and interest from bonds, with the potential for some increase, over a minimum of 5 years, in the value of an investment. The Fund aims to outperform the Market Composite Benchmark over any 3 year period, after any charges have been taken out of the Fund. However, there is no certainty this will be achieved. Performance Target: The Market Composite Benchmark for the ACUMEN Income Portfolio Fund is comprised as follows: •40% Bonds - Bloomberg Barclays Global Aggregate Bond GBP Hedged Index (30%) Bloomberg Barclays Global High Yield Bond GBP Hedged Index (10%) •55% Equities - MSCI World Index GBP Hedged (45%) MSCI Emerging Markets Investable Market Index (10%) •5% Cash - Sterling Overnight Index Average (5%)

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