CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR UBH GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.1 | 13.6 | -11.2 | 10.6 | 5.0 | |
+/-Cat | -1.0 | 5.5 | -0.7 | 3.0 | 2.1 | |
+/-B’mrk | -2.2 | 5.6 | -1.9 | 1.3 | 1.4 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 17/04/2024 | GBP 139.96 | |
Day Change | -0.24% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU1144420624 | |
Fund Size (Mil) 17/04/2024 | EUR 273.03 | |
Share Class Size (Mil) 17/04/2024 | GBP 4.12 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/05/2023 | 1.96% |
Investment Objective: CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR UBH 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 29/01/2015 |
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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 UBH GBP | 31/03/2024 |
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