Libero Balanced B Inc

Fund

Fund Info

  • Yield History2.02%
  • 3 Year sharpe0.95
  • 3 Year alpha-0.55
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.57%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B4PR8439

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.