EF Tellsons Endeavour PF GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.52%
  • 3 Year sharpe0.74
  • 3 Year alpha0.58
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.27%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupWAY Group
  • DomicileUnited Kingdom
  • ISINGB00BJ391J22

Investment Strategy

The investment objective of the Fund is to target capital growth, with less of the volatility of global equities1 , at a rate of 3-4% (net of fees) in excess of a composite performance benchmark2 over a 5 year period. The target performance benchmark represents 50% of UK Consumer Prices Index (CPI) (rolling 5-year average) and 50% of the FTSE Actuaries UK Conventional Gilts up to 5 years Index. Volatility is measured against the MSCI World 100% Hedged to GBP Index. The Investment Manager aims to achieve the Fund's objective by investing at least 80% of its net assets directly in a diverse allocation of global equities and corporate bonds.

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