Investec Cautious Managed I Inc

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Fund Info

  • Yield History1.14%
  • 3 Year sharpe0.16
  • 3 Year alpha-1.53
  • Distribution Typeincome
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.87%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupInvestec
  • DomicileUnited Kingdom
  • ISINGB00B591W916

Investment Strategy

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. It targets a return of UK Consumer Prices Index (CPI) +4% each year (gross of fees) over 5 year rolling periods. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5 year rolling periods or over any period and there is a risk of loss.

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