Discovery Balanced B GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History2.32%
  • 3 Year sharpe-
  • 3 Year alpha-4.01
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.18%
  • IA 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. The Fund will primarily gain exposure indirectly via eligible collective investment schemes and other collective investment vehicles (for example, investment companies, exchange traded funds) to a range of eligible assets such as transferable securities (shares (including investment trusts), debentures, government and public securities, warrants or certificates representing certain securities), money market instruments, deposits, cash, property and commodities to provide diversification. The Fund may also invest directly in such eligible assets (excluding property and commodities). Derivatives will be used only for the purpose of Efficient Portfolio Management.

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