Ninety One Global Mlt-Asst Sust Gr I Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.25%
  • 3 Year sharpe0.56
  • 3 Year alpha-2.54
  • Distribution Typeincome
  • BenchmarkUK CPI + 4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupNinety One
  • DomicileUnited Kingdom
  • ISINGB00B7M0MB14

Investment Strategy

The Fund aims to provide real returns (in excess of UK inflation, currently measured by the increase in the UK Consumer Price Index (CPI)) through capital growth (to grow the value of your investment) and income over at least 5 years. The Fund targets a return of UK CPI + 4% (before fees) per year over rolling 5-year periods. While the Fund aims to achieve real returns and its performance target, there is no guarantee that either will be achieved over rolling 5-year periods, or over any period of time and there is a risk of loss.

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