YHD - Delayed Quote GBp

IFSL CAM Cautious Growth Fund (GB00B45SPL23.L)

125.00 -1.00 (-0.79%)
At close: June 28 at 6:07 PM EDT

Fund Summary

The Fund will aim to provide capital appreciation over the medium to long term. The investment objective is pursued through a policy of primarily investing in units/shares of other collective investment schemes (both regulated and unregulated funds) in order to gain exposure to both UK and overseas gilts, bonds and equities. The Fund will aim to exhibit low to medium volatility over the medium to long term. The Fund may also invest in transferable securities, money market instruments, cash and near cash and deposits.

IFSL CAM Cautious Growth Fund

Investment Fund Services Limited (IFSL)
Block C

Fund Overview

Category GBP Cautious Allocation
Fund Family IFSL
Net Assets 37.6M
YTD Return 1.16%
Yield 2.37%
Morningstar Rating
Inception Date Oct 03, 2011

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense GB00B45SPL23.L Category Average
Annual Report Expense Ratio (net) 0.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jonathan Webster-Smith, Lead Manager since January 02, 2015
Jonathan Webster-Smith is a director of Brooks Macdonald Asset Management Ltd. He is head of Managed Portfolio Service and also an investment manager with responsibility for managing discretionary client portfolios and pension funds. Jonathan joined Brooks Macdonald in 2001 as a graduate trainee and gained his Financial Planning Certificate (FPC) and Advanced Financial Planning Certificate (AFPC). He is also an affiliate member of The Chartered Institute for Securities & Investment (CISI) having completed the Diploma in 2005/6. Jonathan’s specialist research sector is: Fixed Interest.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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