ASI Diversified Core Cautious I Acc

Fund

Fund Info

  • Yield History1.93%
  • 3 Year sharpe0.77
  • 3 Year alpha0.74
  • Distribution Typeaccumulation
  • BenchmarkGBP LIBOR 1M + 3%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.45%
  • SectorUnclassified Sector
  • Manager GroupAberdeen Asset Management
  • DomicileUnited Kingdom
  • ISINGB00BVTW3267

Investment Strategy

To achieve a long term combination of capital growth and income, targeting a return of cash (1 month LIBOR) + 3% per annum (before fees) over a rolling five year period. There is no guarantee that the Portfolio will achieve a positive return over any time period and any capital invested is at risk.   The majority of the Portfolio will be exposed to global bonds, global equities, money market instruments, cash, cash equivalents and/or deposits. The remainder of the Portfolio may be exposed to property, commodities and infrastructure. The Portfolio’s holdings may include exposure to emerging markets and non-investment grade securities. The Portfolio may not include exposure to all the stated asset classes at any point in time.   The Portfolio may also use derivatives for efficient portfolio management (including hedging) and for investment purposes.

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