CT MM Lifestyle 5 Fund B Inc

Category GBP Allocation 40-60% Equity


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

204.60p

arrow-down-0.20p (-0.10%)

Fund Code

FCLCB

B4YRCK8

GB00B4YRCK80

Prices updated as at 28 Nov 2024
|
Prices in GBX

Investment objective
The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.

Annual charges

Product charges
0.93
0.17
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 18 Nov 2024pdf
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 19 Mar 2024pdf
Interim Short Report 30 Sep 2023pdf
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