IFSL Sinfonia Cautious Managed A Acc

Fund

Fund Info

  • Yield History0.92%
  • 3 Year sharpe0.90
  • 3 Year alpha-0.05
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.97%
  • SectorVolatility Managed
  • 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. Normally, the Sub-Fund will be fully invested except for an amount to enable redemption of shares, efficient management of the Sub-Fund in relation to its strategic objectives, and other purposes which may be reasonably regarded as ancillary to the investment objectives of the Sub-Fund.