Ninety One Cautious Managed R Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.87%
  • 3 Year sharpe-0.15
  • 3 Year alpha-7.57
  • Distribution Typeaccumulation
  • BenchmarkUK CPI + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.10%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupNinety One
  • DomicileUnited Kingdom
  • ISINGB00B8NZ3M08

Investment Strategy

The Fund aims to provide capital growth (to grow the value of your investment) and income over at least 5 years. The Fund targets a return of UK Consumer Prices Index (CPI) +4% each year (before fees), over 5-year rolling periods. The Fund invests primarily (at least two-thirds) in the shares of companies, and bonds (or similar debt-based assets) of borrowers, around the world. These bonds will be investment grade (have a relatively high credit rating). The Fund focuses on investing in assets that offer opportunities for capital growth and a reliable level of income in many market conditions. Investment opportunities are identified using in-depth analysis and research on individual companies.

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