ACUMEN Income Portfolio Inc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History4.96%
  • 3 Year sharpe0.59
  • 3 Year alpha-0.44
  • Distribution Typeincome
  • BenchmarkMSCI World 100% Hdg NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.18%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupIFSL
  • DomicileUnited Kingdom
  • ISINGB00BYW8MX66

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.

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