Multi-manager Diversity Fund
Multi-manager Diversity Fund
Marcus Brookes &
Robin McDonald
Fund aim
The aim of the fund is to achieve long-term capital growth in excess of inflation from a portfolio invested across a broad range of asset classes. The Fund is intended to provide steady rates of return with significantly lower risk than more traditional approaches to portfolio management, which tend to be largely dependent on the performance of equities. The fund was restyled in September 2005.
Fund facts
| 22nd May 2002 (restyled to a multi-asset fund 1st September 2005) |
| 24th October 2007 |
| Unit trust |
| Income & Accumulation |
| B Acc |
| Sterling |
| B: 3.00% |
| B: 1.25% |
| B: £1,000 |
| CPI |
| IMA Cautious Managed |
| B Acc: GB00B60DJV42 |
| B Acc: B60DJV4 |
| B Acc: CAZMMBA LN |
| 30th Apr | 31st Oct |