WS AVI World Opportunities Fund ACC

Category GBP Flexible Allocation


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

575.32p

arrow-up1.89p (+0.33%)

Fund Code

MIOBA

3183113

GB0031831133

Prices updated as at 28 Mar 2024
|
Prices in GBX

Investment objective
The objective of the Fund is to provide capital growth over the long-term, being five years or more. Five years is also the minimum recommended period for holding shares in this Fund. This does not mean that the Fund will achieve the objective over this, or any other, specific time period and there is a risk of loss to the original capital invested. The Investment Manager aims to achieve the objective of the fund by investing in a range of investment companies. These include but are not limited to; closed end investment companies, investment trusts and real estate investment trusts. The manager can also invest in collective investment schemes including open ended investment companies.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerNick Greenwood, Ian Rees
582.4
510
Fund comparative indexIA Flexible Investment Sector
Flexible Investment
-
0.89
0.23
0.00
GBP Flexible Allocation
No
Fund providerWaystone Management (UK) Limited
Share class launch date30 Apr 2003
£40.91m
-
2.46
-
Semi-Annually
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.