IFSL atomos Balanced Fund

Select share classes

IFSL atomos Balanced Fund Class A Accumulated

Category GBP Allocation 60-80% Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

149.20p

arrow-down-0.10p (-0.07%)

Fund Code

ISBAA

BHZ0CY1

GB00BHZ0CY14

Prices updated as at 12 Dec 2025
|
Prices in GBX

Investment objective
The aim of the Fund is to grow the value of investor's investment over a period of at least 5 years. This growth is expected to come from a combination of profit on investments and income paid out of investments, such as interest and dividends. The Fund is actively managed which means the Investment Manager decides which investments to buy or sell, and when. At least 70% of the Fund will be invested in other funds, including exchange traded funds and investment trusts. This may include other funds managed by the Authorised Corporate Director or Investment Manager. The Fund will be managed on a medium to high risk strategy, and through these other funds gain exposure to between 50-80% in the shares of companies.

Annual charges

Product charges
1.00
0.05
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Interim Report 31 Jul 2025pdf
Key Information Document / Technical Guide 18 Feb 2025pdf
Annual Report 31 Jan 2025pdf
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