Osprey Institutional W Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.23%
  • 3 Year sharpe0.27
  • 3 Year alpha-2.45
  • Distribution Typeincome
  • BenchmarkMSCI ACWI NR LCL
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorFlexible Investment
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00BXQ9Q037

Investment Strategy

The Fund aims to provide capital growth over the long term (5 years or more). The Fund is actively managed and invests in both UK and international equities (company shares), fixed income securities (bonds) issued by governments and companies, units in collective investment schemes (which may include those which are managed or operated by the Investment Adviser or an associate of the Investment Adviser) and cash. The Fund may invest in bonds rated below investment grade (BBB-) by Standard & Poor's (or equivalent recognised rating agency).

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