LF Prudential Risk Managed Pasv 5 P Acc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.02%
  • 3 Year sharpe0.77
  • 3 Year alpha-0.05
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investments
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.25%
  • SectorVolatility Managed
  • Manager GroupLivingbridge
  • DomicileUnited Kingdom
  • ISINGB00BVYV0721

Investment Strategy

The fund aims to achieve long-term (in excess of 5 years) total return (the combination of income and growth of capital) by investing in a mix of assets from around the world and aims to limit volatility over rolling 5 year periods to 17%. There is no guarantee that the volatility target will be met and at any time the actual volatility may be higher or lower than the long term target.

Latest news

Currently there for this fund. Visit our news hub for other news .