Acumen Income Portfolio Class Accumulation

Category GBP Allocation 40-60% Equity


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

136.01p

arrow-down-0.81p (-0.59%)

Fund Code

AEIXA

BYW8MW5

GB00BYW8MW59

Prices updated as at 01 May 2024
|
Prices in GBX

Investment objective
The aim of the Fund is to provide income, that is money paid out from investments such as dividends from shares and interest from bonds, with the potential for some increase, over a minimum of 5 years, in the value of an investment. At least 80% of the Fund will be invested in exchange traded funds (ETFs), which typically track an index. Through these ETFs the Fund will gain exposure to a range of asset classes across different industries and geographical regions including: Between 30% and 70% in bonds and cash; Between 20% and 60% in shares of companies; Up to 20% in alternatives, such as property, commodities (for example gold and oil) and regulated funds employing a hedge fund type strategy.

Annual charges

Product charges
1.25
0.28
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 13 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Interim Short Report 30 Apr 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.