ACUMEN Portfolio 4 X AccumulationRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.6 | 4.6 | -10.5 | 0.0 | 3.0 | |
+/-Cat | 0.6 | -3.5 | 0.0 | -7.5 | 0.1 | |
+/-B’mrk | -0.7 | -3.4 | -1.2 | -9.3 | -0.6 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 25/04/2024 | GBX 130.69 | |
Day Change | -0.58% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B84LZT89 | |
Fund Size (Mil) 28/03/2024 | GBP 20.32 | |
Share Class Size (Mil) 15/04/2024 | GBP 20.04 | |
Max Initial Charge | - | |
Ongoing Charge 31/10/2023 | 1.09% |
Investment Objective: ACUMEN Portfolio 4 X 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 80% in bonds and cash; Between 20% and 60% in shares of companies; Up to 20% 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 | ||
Christopher Peel 14/09/2014 | ||
Sefi Roth 14/09/2014 | ||
Click here to see others | ||
Inception Date 01/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 20-60% Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for ACUMEN Portfolio 4 X Accumulation | 31/12/2023 |
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