OMBA Moderate Risk Global Allocation Fund Class B USD DisRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 0.9 | |
+/-Cat | - | - | - | - | -2.3 | |
+/-B’mrk | - | - | - | - | -2.5 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 16/05/2024 | USD 113.24 | |
Day Change | 0.15% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | IE00BJLPGT70 | |
Fund Size (Mil) 16/05/2024 | USD 61.86 | |
Share Class Size (Mil) 16/05/2024 | USD 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 31/12/2023 | 0.80% |
Investment Objective: OMBA Moderate Risk Global Allocation Fund Class B USD Dis |
The investment objective of the Fund is to generate capital appreciation over the medium to long term. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 01/03/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
US CPI + 3.0% | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for OMBA Moderate Risk Global Allocation Fund Class B USD Dis | 31/03/2024 |
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