Atlas Investment Funds - Atlas Global Equity Income Fund B Income header image

Atlas Investment Funds - Atlas Global Equity Income Fund B Income

Fund

ISIN GB00BDRNX694 / Valor null

NAV (2026-06-26)
GBP 1.22-1.16%

Atlas Investment Funds - Atlas Global Equity Income Fund B Income
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The Ocean Equity Fund primarily invests at least 70% in shares of high-quality UK-based companies or those listed on UK markets, carefully selecting firms with strong and sustainable cash flows, high margins, and high returns on equity. Additionally, up to 20% of the portfolio can be allocated to equity securities of companies worldwide, allowing for global diversification. To complement these investments, the fund may hold up to 10% in collective investment schemes, deposits, and cash or near cash assets. The fund is actively managed to seek long-term capital growth and income by focusing on robust, growth-oriented businesses both in the UK and internationally.

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Tags:
capital growth uk equities cboe uk all companies index

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OTHER SHARE CLASSES OF THIS FUND

Atlas Investment Funds - Atlas Global Equity Income Fund B Accumulation
Atlas Investment Funds - Atlas Global Equity Income Fund B Accumulation Atlas Investment Funds - Atlas Global Equity Income Fund B Accumulation
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Annual Return

-50%0%+50%

Risk level

110
-1.16%GBP 1.44