FP Russell Invsmts Multi Asset Inc C Inc

Fund

Fund Info

  • Yield History4.58%
  • 3 Year sharpe0.58
  • 3 Year alpha-1.19
  • Distribution Typeincome
  • BenchmarkBank of England Base + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupFundRock
  • DomicileUnited Kingdom
  • ISINGB00B7020P99

Investment Strategy

The Fund aims to provide income whilst maintaining the ability to achieve capital appreciation over the longer term. The Fund will seek to achieve its objective by investing predominantly in: • global equity securities; • global fixed income securities; • collective investment schemes which invest predominantly in global equity securities and fixed income securities.