Marks & Spencer Worldwide Mgd Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.54%
  • 3 Year sharpe-0.01
  • 3 Year alpha-2.94
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.29%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupMarks & Spencer
  • DomicileUnited Kingdom
  • ISINGB0005655542

Investment Strategy

The Fund’s objective is to achieve capital growth and income in the long term (five years or more). To achieve its objective, the Fund will invest in a range of asset classes including shares of companies (equities), bonds and money market instruments. The portfolio will be diversified globally by investing both in the UK and overseas. Investments may be held directly in securities or indirectly via collective investment schemes, of which some or all are likely to track indices as part of their underlying objective.

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