First Sentier Diversified Gr B GBP Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.27%
  • 3 Year sharpe-0.04
  • 3 Year alpha-2.51
  • Distribution Typeaccumulation
  • BenchmarkUK RPI (with track record)
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.99%
  • IA SectorFlexible Investment
  • Manager GroupFirst Sentier Investors
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to protect against UK inflation and provide growth by achieving a positive return (gross of fees and charges) of 4% in excess of the UK Retail Prices Index over a rolling 5 year period. The Fund will adopt a total return approach and invest in a broad range of traditional and alternative asset classes globally which may include but are not limited to inflation-linked bonds, developed and emerging market equities, developed and emerging market debt and exchange-traded funds. In order to gain exposure to these asset classes the Fund may invest in transferable securities, money market instruments, collective investment schemes, derivatives, and deposits.

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