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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

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.

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

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.37
Morningstar Risk Rating

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