Nedgroup Investments Global Cautious Fund GBP Hedged 'C' Share ClassRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.1 | 1.9 | -6.8 | 7.3 | 2.0 |
![]() | +/-Cat | -1.7 | -1.5 | 3.5 | 1.0 | -1.6 |
![]() | +/-B’mrk | -3.0 | -1.8 | 4.3 | -0.4 | -2.3 |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 13/08/2024 | GBP 1.13 | |
Day Change | 0.45% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BW0D8977 | |
Fund Size (Mil) 13/08/2024 | USD 154.32 | |
Share Class Size (Mil) 13/08/2024 | GBP 6.62 | |
Max Initial Charge | - | |
Ongoing Charge 01/02/2023 | 1.04% |
Investment Objective: Nedgroup Investments Global Cautious Fund GBP Hedged 'C' Share Class |
The Sub-Fund’s objective will be to achieve, over a longer-term horizon, higher returns than those available from money market instruments denominated in US Dollars. More specifically, this Sub-Fund will aim to generate a return above cash as measured by US Dollar one month SOFR (Secured Overnight Financing Rate) over a rolling three year period with volatility below that of equities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
George Cipolloni 01/06/2016 | ||
Inception Date 10/08/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Secured Overnight Financing Rate(SOFR) | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Nedgroup Investments Global Cautious Fund GBP Hedged 'C' Share Class | 31/07/2024 |
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