LSE - Delayed Quote GBp

Nedgroup Investments Global Cautious Fund (0P000162JX.L)

1.1229
+0.0012
+(0.11%)
At close: January 3 at 12:00:00 AM GMT

Fund Summary

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Nedgroup Investments Global Cautious Fund

St George's Street
+44 1624 690800

Fund Overview

Category --
Fund Family Nedgroup Investments (IOM) Ltd
Net Assets --
YTD Return 1.33%
Yield 0.00%
Morningstar Rating
Inception Date Aug 10, 2015

Fund Operations

Fees & Expenses

Expense 0P000162JX.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Cipolloni joined Penn Mutual Asset Management, LLC in March 2020 and co-leads the management of balanced income fund strategies. Mr. Cipolloni joined Chartwell Investment Partners in 2016 as a Senior Portfolio Manager. From 2002 to 2016, Cipolloni worked at The Killen Group (“Killen”, the predecessor advisor) where he was a Vice President, Portfolio Manager, and minority shareholder. At Killen, Cipolloni primarily managed the Berwyn Income Fund, and was on the Investment Management Committee. His primary responsibilities within the Investment Management Committee included research, trading and portfolio analysis. Cipolloni holds the Chartered Financial Analyst designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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