Kames Ethical Cautious Managed GBP B Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.93%
  • 3 Year sharpe-0.14
  • 3 Year alpha-2.8
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed 20-60 Peer Group GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.79%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B7V2CD05

Investment Strategy

The investment objective is to provide a combination of income and long term capital growth. The fund invests in a diversified range of UK equities, bonds and cash, which meet the fund‟s predefined ethical criteria. Equities will be limited to a maximum of 60% of the fund's value at all times.

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