IFSL Tilney Bestinvest Global Defensive Portfolio Clean Acc (0P000187LX.L)
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The objective of the Fund is to deliver capital growth over the longer term whilst aiming to minimise the variability of returns. The Fund will gain exposure to fixed income, equity, cash, property, transferable securities, near cash, deposits, money market instruments, currencies and commodities. The Fund will primarily gain exposure to the above asset classes by investing in the assets indirectly typically through a diversified portfolio of regulated collective investment schemes, exchange-traded products, investment trusts and investment companies. The Fund may also gain exposure through the direct purchase of the assets (although the Fund cannot have direct exposure to immovable property). The Fund may invest in structured products.
Fund Overview
Category | GBP Allocation 20-40% Equity |
Fund Family | Investment Fund Services Limited |
Net Assets | -- |
YTD Return | -2.79% |
Yield | 0.09% |
Morningstar Rating | |
Inception Date | Jun 20, 2016 |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 55 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.58 |
Morningstar Risk Rating |