CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.9 | 13.3 | -11.4 | 10.3 | 5.0 | |
+/-Cat | -1.2 | 5.2 | -0.9 | 2.8 | 2.0 | |
+/-B’mrk | -2.4 | 5.3 | -2.1 | 1.0 | 1.3 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 19/04/2024 | GBP 158.02 | |
Day Change | -0.46% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0984160134 | |
Fund Size (Mil) 22/04/2024 | EUR 272.34 | |
Share Class Size (Mil) 22/04/2024 | GBP 3.62 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/05/2023 | 2.21% |
Investment Objective: CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH GBP |
The Subfund’s investment objective is to achieve long-term capital growth in the Subfund’s Reference Currency – while taking due account of the principle of risk diversification and the liquidity of the assets – by investing in the asset classes described below and focusing on current income, capital and currency gains. The Subfund is actively managed without reference to a benchmark. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Christopher Schütz 09/12/2013 | ||
Gerhard Werginz 09/12/2013 | ||
Inception Date 09/12/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH GBP | 31/03/2024 |
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