Quilter Inv Generation CPI+ 3 R GBP Inc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.80%
  • 3 Year sharpe-0.19
  • 3 Year alpha-4.29
  • Distribution Typeincome
  • BenchmarkUK CPI + 3%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • IA SectorUnclassified Sector
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B800ND91

Investment Strategy

The Fund aims to achieve a total return (the combination of income and capital growth), by outperforming the annual rate of the UK Consumer Price Index (CPI) by 3%, net of charges, over rolling five year periods. Although the Fund aims to achieve a positive return over rolling five year periods, capital invested is, in fact, at risk and there is no guarantee that a positive return will be generated over that time period or any other time period. The Fund invests through collective investment schemes in order to give exposure to a diversified portfolio of asset classes. It is expected that exposure will vary between equities, fixed interest, property, commodities and currency.

Latest news

Currently there for this fund. Visit our news hub for other news .