Castlestone Low Volatility Income UCITS Fund Class A USD Accumulation
Fund
ISIN MT7000024139 / Valor null
NAV (2025-11-18)
USD 1,251.64-1.09%
Castlestone Low Volatility Income UCITS Fund Class A USD Accumulation
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
Castlestone Low Volatility Inc UCITS Fd focuses on building a diversified portfolio of US-listed stocks and eligible exchange-traded funds that typically exhibit lower volatility than the broader US equity market. The fund invests primarily in individual US equities and ETFs selected for their stability, without favoring any specific industry or market sector. Additionally, it may use covered call options to effectively manage the portfolio and enhance returns. By concentrating on lower volatility assets, the fund aims to achieve steady capital growth while minimizing fluctuations compared to the overall US market.
Content summarized by AI chatbot
Tags:
us equitiess&p 500low volatility
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Castlestone Low Volatility Income UCITS Fund Class B USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class B USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class B USD Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%USD 1,184.13
Castlestone Low Volatility Income UCITS Fund Class AAA GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class AAA GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class AAA GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 1,122.86
Castlestone Low Volatility Income UCITS Fund Class E USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class E USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class E USD Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%USD 1,188.70
Castlestone Low Volatility Income UCITS Fund Class BB EUR Accumulation
Castlestone Low Volatility Income UCITS Fund Class BB EUR Accumulation
Castlestone Low Volatility Income UCITS Fund Class BB EUR Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.11%EUR 921.00
Castlestone Low Volatility Income UCITS Fund Class C USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class C USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class C USD Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%USD 1,140.26
Castlestone Low Volatility Income UCITS Fund Class CCC GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class CCC GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class CCC GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 1,039.20
Castlestone Low Volatility Income UCITS Fund Class DDD GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class DDD GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class DDD GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 959.16
Castlestone Low Volatility Income UCITS Fund Class FFF GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class FFF GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class FFF GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 1,334.13
Castlestone Low Volatility Income UCITS Fund Class EEE GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class EEE GBP Accumulation
Castlestone Low Volatility Income UCITS Fund Class EEE GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.10%GBP 1,084.34
Castlestone Low Volatility Income UCITS Fund Class D USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class D USD Accumulation
Castlestone Low Volatility Income UCITS Fund Class D USD Accumulation