IFSL Avellemy 5 Fund

Select share classes

IFSL Avellemy 5 Class C GBP Accumulation

Category GBP Allocation 60-80% Equity


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Last buy/sell price

132.50p

arrow-up0.70p (+0.53%)

Fund Code

BJXFR81

GB00BJXFR812

Prices updated as at 12 Nov 2024
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Prices in GBX

Investment objective
The aim of the Fund is to increase the value of an investment over a minimum of 5 years. The Fund will do this through a combination of capital growth, which is profit on investments held, and income, which is money paid out of investments, such as interest from bonds and dividends from shares. This will be achieved whilst aiming to maintain a risk rating classification of '5’. The Fund’s risk rating is confirmed by an independent external agency who operate a range from '1' which is classified as the lowest risk to '10' which is classified as the highest risk. The Fund is actively managed, which means the Investment Manager selects which investments to buy or sell, and when. The Fund will invest at least 70% in collective investment schemes, investment trusts and exchange traded products, i.e. ETFs/ETCs (collectively “Investment Funds”), with no minimum or maximum exposure to any geographic region.

Annual charges

Product charges
0.82
0.21
No
-
-
-
Minimum investment-

Documents

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