Causeway Defined Growth Fund A GBP HedgedRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -12.1 | 13.4 | 3.3 | |||
+/-Cat | -1.2 | 7.9 | 3.5 | |||
+/-B’mrk | 1.4 | 7.7 | 3.4 | |||
Morningstar Restructure Date: 29/01/2021 | ||||||
Category: Global Bond - GBP Hedged | ||||||
Category Benchmark: Morningstar Gbl Core Bd GR ... | ||||||
Effective 29/01/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
NAV 18/04/2024 | GBP 1.06 | |
Day Change | -0.40% | |
Morningstar Category™ | Global Bond - GBP Hedged | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BJVQR193 | |
Fund Size (Mil) 18/04/2024 | USD 21.88 | |
Share Class Size (Mil) 18/04/2024 | GBP 1.02 | |
Max Initial Charge | - | |
Ongoing Charge 14/02/2023 | 1.50% |
Investment Objective: Causeway Defined Growth Fund A GBP Hedged |
The investment objective of the Fund is to generate capital growth over the medium to longer term. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 26/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
- | Morningstar Gbl Core Bd GR Hdg GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Causeway Defined Growth Fund A GBP Hedged | 31/03/2024 |
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