FNW Investec Cautious Managed Life Fund

Category GBP Allocation 40-60% Equity


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Last buy/sell price

141.90p

arrow-up0.10p (+0.07%)

Fund Code

B3KN6Q7

GB00B3KN6Q79

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
The Fund aims to provide income with the opportunity for capital growth over at least 5 years. The Fund is actively managed and invests in a broad range of assets around the world (including in developed and emerging markets). These assets include the shares of companies, bonds (or similar debt-based assets) of borrowers, listed property securities (such as real estate investment trusts) and other alternative assets (such as investment trusts in infrastructure).

Fund statusOpen
Fund typeInsured
Fund managerJason Borbora-Sheen, John Stopford
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Fund comparative indexMSCI World HDY H NR GBP
Mixed Investment 20-60% Shares
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1.65
0.39
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GBP Allocation 40-60% Equity
No
Fund providerFidelity FundsNetwork
Share class launch date09 Dec 2005
£619.15m
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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.