Fund
Mixed Investment 20-60% Shares
NAV Price
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Chg
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Fund Info
accumulation
Equity Trustees
United Kingdom
GB00BMW2Q219
IA Mixed Invest 20 - 60% Shares
Open Ended Investment Company
Investment Strategy
The Fund objective is to achieve a positive total return (income and capital growth) over a rolling three year period, after the deduction of all fees, whilst targeting volatility (i.e. the degree of fluctuation of the value of the assets) of its portfolio of between 40% and 50% of the volatility of the FTSE All Share Index over the same rolling three year period. The Fund aims to achieve its investment objective by investing between 25% and 50% of its value in fixed interest securities such as Government and Corporate bonds and between 20% and 50% in equities such as company shares (which may include property companies such as REITs).
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