The investment objective of the Cautious Fund is to invest in regulated collective investment schemes which aim to provide a better return than that available from cash over the long-term by investing in a range of quoted investments with some potential for capital growth over the longer-term.
Name | % Net Assets |
---|---|
RENFIELD EUROPEAN EQUITY | 3.2% |
ABBEY NATIONAL UK GROWTH | 3.2% |
ABBEY NATIONAL UK BALANCED | 3.2% |
ABBEY NATIONAL UK EQUITY | 3.2% |
ABBEY NATIONAL BD MONTHLY DIST | 1.5% |
ABBEY NATIONAL FXD INT QUTRLY | 1.3% |
ABBEY NATIONAL BD QUARTERLY DIST | 1.3% |
ABBEY NATIONAL FXD INT BI-MNTH | 1.3% |
ABBEY NATIONAL BD BI-MONTHLY DIST | 1.3% |
ABBEY NATIONAL FXD INT MNTHLY | 1.2% |
Key | % Net Assets |
---|---|
RENFIELD EUROPEAN EQUITY | 3.2% |
ABBEY NATIONAL UK GROWTH | 3.2% |
ABBEY NATIONAL UK BALANCED | 3.2% |
ABBEY NATIONAL UK EQUITY | 3.2% |
Other | 87.2% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 17/09/2003 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 250000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 0.50% |
Annual Mang't | 0.65% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.05 |
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