WS Verbatim Multi-Index Portfolio 3

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There is only one type of share class for this fund.

WS Verbatim Multi-Index Portfolio 3 Fund A Shares

Category GBP Allocation 20-40% Equity

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

177.73p

arrow-up0.16p (+0.09%)

Fund Code

TCPTA

B4W2H77

GB00B4W2H776

Prices updated as at 07 May 2025
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Prices in GBX

Investment objective
The Fund will use a broadly defensive investment strategy with the aim of achieving capital growth over the medium to longer term. The Fund's portfolio will gain exposure to the underlying assets via a diversified range of passive open ended funds, exchange traded funds and real-estate investment trusts. The underlying asset mix is generally fixed interest but exposure to UK and global equities may be included. The underlying asset mix of the Fund will follow an asset allocation model, provided by an external risk rating agency, such that, on a risk scale between 1 and 10, where 1 is defined as likely to be “lowest risk” and 10 is defined as likely to be “highest risk”, the Fund’s risk level is expected to be at level 3 1 meaning low risk.

Growth chart of 1,000

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Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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