IFSL Ravenscroft Balanced B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.58%
  • 3 Year sharpe0.82
  • 3 Year alpha0.7
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.29%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupIFSL
  • DomicileUnited Kingdom
  • ISINGB00BZ3T3R61

Investment Strategy

The aim of the Fund is to provide capital growth, that is, to increase the value of your investment, over a minimum of 5 years. At least 90% of the Fund will be invested in other funds, including exchange traded funds and investment trusts, collectively ‘Investment Funds’. This may include other funds operated by the Authorised Corporate Director or its associates. The Fund is actively managed, which means the Investment Manager decides which investments to buy or sell and when. The investments will span a range of developed and emerging markets globally with no particular maximum or minimum exposure to any one market or geographical region.

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