Discovery Balanced B GBP Acc

Fund

Fund Info

  • Yield History3.60%
  • 3 Year sharpe0.95
  • 3 Year alpha0.66
  • 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.