Investec Cautious Managed R Acc

Fund

Fund Info

  • Yield History0.86%
  • 3 Year sharpe0.56
  • 3 Year alpha-0.17
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.09%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupInvestec
  • DomicileUnited Kingdom
  • ISINGB00B8NZ3M08

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.