Key | % Net Assets |
---|---|
![]() |
21.0% |
![]() |
19.3% |
![]() |
6.7% |
![]() |
5.3% |
![]() |
47.7% |
Name | % Net Assets |
---|---|
UK Treasury 5% 07/03/25 | 21.0% |
UBS ETF MSCI World I USD | 19.3% |
iShares BC Euro Aggregate Bond | 6.7% |
DB X-trackers DBLCI-OY Balanced | 5.3% |
iShares iBoxx GBP Corporate Bond | 5.1% |
ISHARES FTSE EPRA/NAR DEV MK | 4.9% |
iShares BC GBP Index-Linked Gilts | 4.2% |
DB X-trackers MSCI Emerg Markets ETF | 4.0% |
iShares Global Government Bond | 3.9% |
Allianz RCM Systematic Multi Strategy | 3.2% |
Key | % Net Assets |
---|---|
![]() | 20.00% |
![]() | 16.00% |
![]() | 4.00% |
![]() | 2.00% |
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 | 11/10/2001 |
---|---|
Fund Manager | Matthias Müller |
TER | 1.95 (30-Apr-2013) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | 500 |
Savings | 50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.25% |
Exit | 1.00% |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.01 |
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