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Cautious Managed Funds
This fund has been designed to meet the Government's new stakeholder requirements for investment products when invested in through the ISA Investor. The fund meets these requirements by ensuring that no more than 60% of the fund is invested in equities or property at any one time.
Investment Objective
This fund aims to achieve long-term growth by investing in a managed portfolio of equities investing mainly in the UK and fixed interest investments such as corporate bonds and gilts. The value of any investment in the fund can go up and down and you may get back less than originally invested.
Investment Policy
This fund will actively manage a balanced mixture of assets between equities and fixed interest investments. The core of the equity assets within the fund will tend to be invested in large companies whilst maintaining a reasonable presence in medium and small sized companies with above average potential for growth. However, the fund is not restricted to choice of company either by size or industry. The fixed interest assets will be invested primarily in a wide range of sterling and euro dominated investment grade interest bearing securities.
Risk/Return Relationship
The Cautious Managed Fund is a cautious/medium risk fund. It benefits from the diversification from investing in both equities and fixed interest investments.
Further Information
Cautious Managed Funds factsheet (PDF New Window )
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