Libero Cautious B Acc

Fund

Fund Info

  • Yield History0.46%
  • 3 Year sharpe0.63
  • 3 Year alpha-0.31
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.31%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom
  • ISINGB00B4PX5395

Investment Strategy

The aim of the Libero Cautious Fund is to provide income and capital growth. The Fund will aim to achieve its investment objective by providing a medium to low risk environment focusing on capital preservation through investment in a portfolio of transferable securities (including investment trusts), collective investment schemes, deposits, approved money market instruments and derivatives.