Ninety One Global Income Opportunities Fund J Income-2Register to Unlock Ratings |
| Performance History | 30/04/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -7.2 | 8.7 | -4.3 | 6.5 | -6.5 |
| +/-Cat | -1.8 | -3.8 | -8.4 | -1.6 | -1.0 |
| +/-B’mrk | -4.5 | -4.2 | -9.6 | -1.5 | -0.9 |
| Category: GBP Allocation 40-60% Equity | ||||||
| Category Benchmark: Morningstar UK Mod Tgt Allo... | ||||||
| Key Stats | ||
| NAV 23/05/2022 | GBX 97.31 | |
| Day Change | 0.06% | |
| Morningstar Category™ | GBP Allocation 40-60% Equity | |
| IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
| ISIN | GB00BQLDXC29 | |
| Fund Size (Mil) 23/05/2022 | GBP 805.96 | |
| Share Class Size (Mil) 23/05/2022 | GBP 3.97 | |
| Max Initial Charge | - | |
| Ongoing Charge 18/02/2022 | 0.79% | |
| Investment Objective: Ninety One Global Income Opportunities Fund J Income-2 |
| The aim of the Fund is to provide income with the opportunity for capital growth (i.e. to grow the value of your investment) over at least 5 years. The Fund targets a return of UK Consumer Prices Index (CPI) +4% each year (before fees), over 5-year rolling periods. While the Fund aims to achieve its objective and its performance target, there is no guarantee that either will be achieved, over 5-year rolling periods or over any period and there is a risk of loss. The Fund invests primarily (at least two-thirds) in the shares of companies, and bonds (or similar debtbased assets) of borrowers, around the world. These bonds will be investment grade (have a relatively high credit rating). |
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| Management | ||
Manager Name Start Date | ||
Jason Borbora-Sheen 11/05/2020 | ||
John Stopford 11/05/2020 | ||
Inception Date 30/09/2014 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| UK CPI + 4% | Morningstar UK Mod Tgt Alloc NR GBP |
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| Portfolio Profile for Ninety One Global Income Opportunities Fund J Income-2 | 31/03/2022 |
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