Multi-Manager Diversity Tactical Fund
Multi-Manager Diversity Tactical Fund
Marcus Brookes &
Robin McDonald
Fund aim
The fund aims to provide capital appreciation through exposure to a diverse range of asset types including equities, bonds, fixed interest, cash and any other permitted assets deemed appropriate to meet the investment objective. The fund will invest mainly in global markets primarily through authorised unit trusts, open-ended investment companies, exchange traded funds and other collective investment schemes across several investment management groups.
Performance target
To outperform the benchmark: FTSE All Share 50%, FTSE World (ex UK) 30%, FTSE UK Govt all Stocks 5%, HFRI 10% IPD 5%.
Fund facts
| 22nd May 2002 |
| 24th October 2007 |
| Unit trust |
| Income & Accumulation |
A Inc & Acc X Inc |
| Sterling |
A: 5.00% X: 0.00% |
A: 1.00% X: 0.50% |
A: £1,000 X: £1,000,000 |
| FTSE All Share 50%, FTSE World (ex UK) 30%, FTSE UK Govt All Stocks 5%, HFRI 10%, IPD 5% |
| IMA Active Managed |
A Inc: GB0031537292 A Acc: GB0031549156 X Inc: GB00B6028039 |
A Inc: 3153729 A Acc: 3154915 X Inc: B602803 |
A Inc: CAZUGPI LN A Acc: CAZUGPA LN X Inc: CAZMDXILN |
| 30th Apr | 31st Oct |