Seeking a reasonable level of growth this diversified portfolio has a moderate level of risk and typically invests in UK equity funds together with some overseas equity and fixed interest funds.
Name | % Net Assets |
---|---|
Somerset Global Emerging Markets | 8.2% |
Bluebay Emerging Markets Select | 7.9% |
EDP Global Opps | 6.6% |
Fidelity Global Special Sits | 6.0% |
JOHCM Global Select | 5.6% |
Bluebay Investment Grade Libor | 5.5% |
RWC Global Convertibles | 5.4% |
Lindsell Train UK Equity | 5.1% |
Thames River Global Bond £ | 4.7% |
River & Merc. UK Unconstrained | 4.5% |
Key | % Net Assets |
---|---|
Somerset Global Emerging Markets | 8.2% |
Bluebay Emerging Markets Select | 7.9% |
EDP Global Opps | 6.6% |
Fidelity Global Special Sits | 6.0% |
Other | 71.3% |
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 | 25/10/2007 |
---|---|
Fund Manager | n/a |
TER | 2.41 (30-Mar-2012) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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