LSE - Delayed Quote GBP

MI Canaccord Genuity Rsk Prfl 5 B GBPAcc (0P0001IVJS.L)

1.2787
+0.0005
+(0.04%)
At close: January 21 at 8:00:00 PM GMT

Fund Summary

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MI Canaccord Genuity Rsk Prfl 5 B GBPAcc

London SW1Y 4UJ

Fund Overview

Category --
Fund Family PSigma Investment Management Limited
Net Assets 84.32M
YTD Return 8.52%
Yield 1.49%
Morningstar Rating
Inception Date May 11, 2023

Fund Operations

Last Dividend 0.02
Last Cap Gain --
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense 0P0001IVJS.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

Tom Becket has worked as part of PSigma Investment Management’s investment team for over 4 years. During his time at PSigma, he has been responsible for developing the overall investment process, focussing on asset allocation and heading up our fund selection processes. Over the last three years, he has chaired our committee on Wealth Management Solutions and built up a network of fund management contacts at investment houses throughout the UK, Europe, America and the Far East.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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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