Libero Cautious B Inc


Fund Info

  • Yield History0.46%
  • 3 Year sharpe0.50
  • 3 Year alpha-0.65
  • Distribution Typeincome
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.36%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupOldfield Partners
  • DomicileUnited Kingdom

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.