ES R&M Dynamic Asset Allocation Cl B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.05%
  • 3 Year sharpe0.31
  • 3 Year alpha-1.17
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.82%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupEquity Trustees
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to achieve an average return (income and growth in the value of the your investment (known as “capital growth”)) of 4.125% per year above cash (based on the SONIA interest rate) (the “Benchmark”) over a rolling 3 year period, after the deduction of all fees.

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