Investec Cautious Managed I Acc

Fund

Fund Info

  • Yield History1.11%
  • 3 Year sharpe0.60
  • 3 Year alpha0.08
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.84%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupInvestec
  • DomicileUnited Kingdom
  • ISINGB00B2Q1J816

Investment Strategy

The Fund aims to provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times the Fund’s equity exposure will be limited to a maximum of 60% of the portfolio value.