Discovery Balanced B GBP Acc
Fund
Fund Info
- Yield History3.57%
- 3 Year sharpe0.66
- 3 Year alpha-0.63
- Distribution Typeaccumulation
- BenchmarkNot Benchmarked
- Legal StructureOpen Ended Investment Company
- Fund Size (month end)Open Ended Investment Company
- OCF1.67%
- SectorMixed Investment 20-60% Shares
- Manager GroupValu-Trac
- DomicileUnited Kingdom
- ISINGB00B92M6Y21
Investment Strategy
The objective of the Fund is to provide returns through a combination of capital growth and income whilst being managed so as to remain, over a market cycle, within a defined volatility range.
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