Acumen Income Portfolio Class Income

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

101.60p

arrow-up0.34p (+0.34%)

Fund Code

AEIXI

BYW8MX6

GB00BYW8MX66

Prices updated as at 28 Mar 2024
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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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerJohn Leiper
102.9
95.96
Fund comparative indexUK CPI + 1%
Mixed Investment 20-60% Shares
-
1.25
0.28
0.00
GBP Allocation 40-60% Equity
No
Fund providerTitan Asset Management Limited
Share class launch date25 Jan 2016
£8.66m
-
-
-
Quarterly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.