IFSL Tilney Bestinvest Defensive Cln Inc


Fund Info

  • Yield History1.35%
  • 3 Year sharpe1.13
  • 3 Year alpha1.81
  • Distribution Typeincome
  • BenchmarkARC Cautious PCI TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.54%
  • SectorUnclassified Sector
  • Manager GroupIFSL
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to deliver modest capital growth over the longer term whilst maintaining low volatility. The assets of the Fund will be managed with exposure to one or more of the following asset classes: collective investment schemes (both regulated and unregulated, including but not restricted to certain hedge funds where investment in such funds would be consistent with the Fund's investment objective and policy), investment trusts, investment companies, fixed income securities, equities, immovable property, cash, near cash and deposits. The Fund may also be exposed to other transferable securities and money market instruments.