Causeway Defined Growth Fund D USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.9 | 4.8 | 4.2 | |||
+/-Cat | -2.6 | 4.3 | 3.3 | |||
+/-B’mrk | -0.4 | 4.1 | 3.3 | |||
Morningstar Restructure Date: 29/01/2021 | ||||||
Category: Global Bond - USD 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 16/04/2024 | USD 0.88 | |
Day Change | -1.12% | |
Morningstar Category™ | Global Bond - USD Hedged | |
ISIN | IE00BMH57V19 | |
Fund Size (Mil) 16/04/2024 | USD 21.72 | |
Share Class Size (Mil) 16/04/2024 | USD 1.20 | |
Max Initial Charge | - | |
Ongoing Charge 13/04/2023 | 2.00% |
Investment Objective: Causeway Defined Growth Fund D USD |
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 17/11/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
- | Morningstar Gbl Core Bd GR Hdg USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Causeway Defined Growth Fund D USD | 31/03/2024 |
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