Libero Balanced B Acc

Fund

Fund Info

  • Yield History1.62%
  • 3 Year sharpe0.98
  • 3 Year alpha-1.34
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.58%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B4S5LT06

Investment Strategy

The aim of the Libero Balanced Fund is to provide income and capital growth. The Fund will achieve its aims through investment in a portfolio of transferable securities (including investment trusts), collective investment schemes, warrants, deposits, approved money market instruments and derivatives.

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