CG Morningstar Multi Asset 40 Fund A GBP AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 4.4 | -7.7 | 6.9 | 6.2 | |
+/-Cat | - | 1.0 | 2.6 | 0.7 | 0.2 | |
+/-B’mrk | - | 0.7 | 3.4 | -0.8 | -0.7 | |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 10/12/2024 | GBP 1.11 | |
Day Change | -0.02% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | GB00BMC71091 | |
Fund Size (Mil) - | - | |
Share Class Size (Mil) 09/12/2024 | GBP 51.18 | |
Max Initial Charge | - | |
Ongoing Charge 07/08/2024 | 0.53% |
Investment Objective: CG Morningstar Multi Asset 40 Fund A GBP Acc |
The Fund aims to provide capital growth over a rolling five year period. The Sub-Fund is an actively managed fund largely investing in other funds, primarily within the core asset classes of equity and fixed income. 30-50% of the Net Asset Value of the Sub-Fund is in equities. This exposure is typically around the middle of the stated range as indicated in the Sub-Fund name. 30-70% may consist of fixed income securities, of which no more than 15% will be invested in high yield bonds. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mike Coop 30/11/2020 | ||
Nicoló Bragazza 01/01/2023 | ||
Inception Date 30/11/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60% Shares GR GBP | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CG Morningstar Multi Asset 40 Fund A GBP Acc | 30/11/2024 |
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