ACUMEN Portfolio 7 T GBP AccumulationRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 0.0 | |
+/-Cat | - | - | - | - | -7.2 | |
+/-B’mrk | - | - | - | - | -8.8 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 25/09/2024 | GBP 0.99 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BMTQ4S85 | |
Fund Size (Mil) 30/08/2024 | GBP 1.88 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | - | |
Ongoing Charge 31/07/2024 | 0.80% |
Investment Objective: ACUMEN Portfolio 7 T GBP Accumulation |
The aim of the Fund is to increase in value, over a minimum of 5 years, by investing in a range of asset classes and global markets. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments such as dividends from shares and interest from bonds. At least 80% of the Fund will be invested in exchange traded funds (ETFs), which typically track an index. Through these ETFs the Fund will gain exposure to a range of asset classes across different industries and geographical regions including: Between 40% and 85% in shares of companies; Up to 50% in bonds and cash; Up to 25% in alternatives, such as property, commodities (for example gold and oil) and regulated funds employing a hedge fund type strategy. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Leiper 31/03/2018 | ||
Inception Date 21/04/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 40-85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for ACUMEN Portfolio 7 T GBP Accumulation | 31/05/2024 |
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