IFSL Sinfonia Cautious Managed A Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.62%
  • 3 Year sharpe0.13
  • 3 Year alpha-1.97
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupIFSL
  • DomicileUnited Kingdom
  • ISINGB00B2R2Y002

Investment Strategy

The Sub-Fund aims to provide long term returns, by a combination of both capital growth and income generation. The Sub-Fund's investment objective will be achieved by investing in a diversified portfolio of equities as well as fixed interest securities, warrants and money market instruments primarily through investment in a portfolio of collective investment schemes. The Sub-Fund will typically be invested in a global portfolio of assets and may also focus on UK assets.

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