YHD - Delayed Quote • GBp
IFSL CAM Cautious Growth Fund (GB00B45SPL23.L)
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.47% |
| Worst 1Y Total Return | 1.79% |
| Number of Years Up | 4 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.37 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| GB00B45SPL23.L | Category Average | GB00B45SPL23.L | Category Average | GB00B45SPL23.L | Category Average | |
| Alpha | 0.06 | 0.01 | -- | 0.01 | -- | -0.01 |
| BETA | 0.37 | 0 | -- | 0 | -- | 0.01 |
| Mean Annual Return | 0.19 | 0 | -- | 0 | -- | 0 |
| R-squared | 25.48 | 0.44 | -- | 0.44 | -- | 0.48 |
| Standard Deviation | 4.32 | 0.04 | -- | 0.04 | -- | 0.07 |
| Sharpe Ratio | 0.42 | 0.01 | -- | 0.01 | -- | 0 |
| Treynor Ratio | 4.67 | 0.13 | -- | 0.12 | -- | 0.05 |
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