Prescient Global Positive Return J |
Performance History | 31/07/2018 |
Growth of 1,000 (EUR) |
Fund | - | - | -15.4 | 1.1 | -0.2 | |
+/-Cat | - | - | -9.2 | 0.3 | - | |
+/-Idx | - | - | - | - | - | |
Category: GBP Allocation 20-40% Equity | ||||||
Benchmarks: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 01/08/2018 | GBP 0.99 | |
Day Change | 0.38% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
ISIN | IE00BVXLL925 | |
Fund Size (Mil) 26/04/2024 | EUR 83.33 | |
Share Class Size (Mil) 01/08/2018 | GBP 0.01 | |
Max Initial Charge | 5.00% | |
Ongoing Charge - | -% |
Investment Objective: Prescient Global Positive Return J |
The fund aims to gain broad exposure to global markets, including equity, interest bearing, currency and real estate securities, driven by asset class valuations across markets. The prescient Global cautious fund will aim to minimise volatility in the individual equity markets in which it invests by utilising investment strategies to protect against downside. This will result in the fund holding a more moderate allocation to equities over time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Guy Toms 30/08/2007 | ||
Inception Date 05/03/2015 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
US Consumer Price Indexes +1% LAG | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Prescient Global Positive Return J | 31/12/2023 |
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