Kames Ethical Cautious Managed GBP D Acc

Fund

Fund Info

  • Yield History1.57%
  • 3 Year sharpe0.38
  • 3 Year alpha-2.28
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.03%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupKames Capital
  • DomicileUnited Kingdom
  • ISINGB00B808YS51

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.