ACUMEN Portfolio 8 Acc
Fund
Flexible Investment
NAV Price
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Chg
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Updated: -
This stock can be held in:
Fund Info
accumulation
IFSL
United Kingdom
GB00BZ3T3L00
IA Flexible
Open Ended Investment Company
Investment Strategy
The aim of the Fund is to increase in value, over a minimum of 5 years, by investing in a range of asset classes and global markets. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments such as dividends from shares and interest from bonds. The Fund will be actively managed, which means the Investment Manager decides which investments to buy and sell, and when, on a high risk strategy. At least 80% of the Fund will be invested in exchange traded funds (ETFs), which typically track an index. Through these ETFs the Fund will gain exposure to a range of asset classes across different industries and geographical regions including: Between 60% and 100% in shares of companies. Up to 40% in bonds and cash. Up to 30% in alternatives, such as property, commodities (for example gold and oil) and regulated funds employing a hedge fund type strategy.
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