1OAK Multi Asset 80 UCITS Fund B USD Hedged AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -7.7 | 8.2 | 6.4 | |
+/-Cat | - | - | -3.7 | 2.2 | 1.5 | |
+/-B’mrk | - | - | -2.7 | -3.6 | 1.2 | |
Category: USD Aggressive Allocation | ||||||
Category Benchmark: Morningstar EAA USD Agg Tgt... |
Key Stats | ||
NAV 09/05/2024 | USD 109.01 | |
Day Change | 0.12% | |
Morningstar Category™ | USD Aggressive Allocation | |
ISIN | IE00BMW4T511 | |
Fund Size (Mil) 09/05/2024 | GBP 14.20 | |
Share Class Size (Mil) 09/05/2024 | USD 3.14 | |
Max Initial Charge | - | |
Ongoing Charge 03/12/2020 | 1.70% |
Investment Objective: 1OAK Multi Asset 80 UCITS Fund B USD Hedged Acc |
The investment objective of the Sub-Fund is to achieve long term capital appreciation while maintaining a level of investment risk typically associated with a long term portfolio allocation target of 80% to equities and 20% to bonds. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 12/02/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Agg Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for 1OAK Multi Asset 80 UCITS Fund B USD Hedged Acc | 31/12/2023 |
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