First Sentier Diversified Gr B GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.93%
  • 3 Year sharpe0.69
  • 3 Year alpha0.09
  • Distribution Typeaccumulation
  • BenchmarkUK RPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorFlexible Investment
  • Manager GroupFirst Sentier Investors
  • DomicileUnited Kingdom
  • ISINGB00BVXC2S15

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 invests 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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