River & Mercantile Dyn Asst Allc B Acc

Fund

Fund Info

  • Yield History1.07%
  • 3 Year sharpe0.84
  • 3 Year alpha-1.05
  • Distribution Typeaccumulation
  • Benchmark3 month LIBOR +4%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupRiver and Mercantile
  • DomicileUnited Kingdom
  • ISINGB00BLZH7L20

Investment Strategy

The Fund aims to achieve a return of 4% per annum in excess of cash based on the 3 month sterling LIBOR interest rate. There can be no guarantee that the investment objective of the Fund will be achieved over a 12 month period or any other period and your investment is at risk. The Fund will have a dynamic asset allocation to suit the prevailing investment conditions and to take advantage of perceived investment opportunities identified.

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