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FIL FundsNetwork PortfolioManager Cautious

Investment Solutions Cautious fund "The Portfolio Manager Cautious Fund represents a relatively lower risk option for the careful investor seeking low volatility"

This fund is designed for the more cautious investor who still wants a spread of investments. It aims to provide them with income and capital growth. Any income from the underlying investments will remain within the fund and increase the value of the share price.

Asset allocation

The fund will have half of its holdings in UK bond funds for stability, and compared to the Defensive Fund, will hold an increased weighting in UK equities and also a small portion in global equities. The portfolio is made up as follows:

Cautious fund asset allocation - 50% UK bonds, 30% UK equities, 10% developed markets equities, 10% property

Share codes

  • A Class Shares: FNCA
  • N Class Shares: FNCN

Useful information

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