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Fund

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Mixed Investment 20-60% Shares

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This stock can be held in:

Fund Info

Distribution Type

accumulation

Manager Group

Equity Trustees

Domicile

United Kingdom

ISIN

GB00BMW2Q219

Benchmark

IA Mixed Invest 20 - 60% Shares

Legal Structure

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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