Investec Cautious Managed R Acc

Fund

Fund Info

  • Yield History0.85%
  • 3 Year sharpe0.40
  • 3 Year alpha-0.99
  • Distribution Typeaccumulation
  • BenchmarkUK CPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.12%
  • 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. The Fund 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.