IFSL atomos Conservative Fund Class B GBP AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -11.5 | 7.6 | 5.2 | |
+/-Cat | - | - | -1.2 | 1.3 | -0.7 | |
+/-B’mrk | - | - | -0.4 | -0.2 | -1.6 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 20/12/2024 | GBP 1.07 | |
Day Change | -0.46% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Mixed Investment 0-35% Shares | |
ISIN | GB00BMDKKT95 | |
Fund Size (Mil) 29/11/2024 | GBP 23.80 | |
Share Class Size (Mil) 29/11/2024 | GBP 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.48% |
Investment Objective: IFSL atomos Conservative Fund Class B GBP Acc |
The aim of the Fund is to grow the value of investor's investment over a period of at least 5 years. This growth is expected to come from a combination of profit on investments and income paid out of investments, such as interest and dividends. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 70% of the Fund will be invested in other funds, including exchange traded funds and investment trusts. This may include other funds managed by the Authorised Corporate Director or Investment Manager. The Fund will be managed on a lower risk strategy, and through these other funds gain exposure to between 45-100% in bonds, which are loans typically issued by companies and governments. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 21/04/2021 | ||
Inception Date 12/03/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 0%-35% Shrs | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for IFSL atomos Conservative Fund Class B GBP Acc | 31/08/2024 |
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