The Fund
The Fund, which was launched in 2007 and is in the IA Volatility Managed sector, seeks to achieve capital growth and income with a low level of volatility, having a risk profile of 2 in a range from 1 (lowest) to 7 (highest). The underlying funds in the portfolio invest globally (including in emerging markets) across asset classes and financial instruments and will, where practicably possible, be actively managed. The Fund typically has a lower exposure to higher risk assets and a greater exposure to lower risk assets than other funds in the Liontrust MA Active Funds range that have a higher risk profile.
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Key Risks
Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital.
The fund invests in Fixed Income securities indirectly through other collective investment schemes. The value of fixed income securities will fall if the issuer is unable to repay its debt or has its credit rating reduced. Generally, the higher the perceived credit risk of the issuer, the higher the rate of interest. Bond markets may be subject to reduced liquidity. The fund invests in collective investment schemes which have underlying exposure to property. Property funds may be more difficult to value objectively so may be incorrectly priced, and may at times be harder to sell. This could lead to reduced liquidity in the Fund.
Disclaimer
The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing.
Source: Financial Express. Total return, bid-to-bid. This page is showing performance data and information for an income producing share class.
Please go to our Interactive Fund Centre for performance data and information on the Fund’s other share classes.