Ninety One Cautious Managed R Acc
Fund
Fund Info
- Yield History1.18%
- 3 Year sharpe0.05
- 3 Year alpha-6.58
- 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. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5-year rolling periods or over any period and there is a risk of loss. The Fund invests primarily (at least two-thirds) in the shares of companies, and bonds (or similar debtbased assets) of borrowers, around the world. These bonds will be investment grade (have a relatively high credit rating).
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