CG AJ Bell Cautious Fund Class I Income
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VT AJ Bell Cautious Fd is designed for long-term capital growth by mainly investing over 80% in index-tracking strategies, including collective investment schemes, equities, bonds, and transferable securities. The fund emphasizes defensive assets such as cash, fixed interest securities, money market funds, property, and commodities, while keeping exposure to higher-risk assets like equities relatively low. This balanced approach ensures a diversified portfolio without focusing on any specific geographic region or industry sector.
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capital growthdefensive assets
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OTHER SHARE CLASSES OF THIS FUND
CG AJ Bell Cautious A Accumulation
CG AJ Bell Cautious A Accumulation
CG AJ Bell Cautious A Accumulation
Annual Return
-50%0%+50%
Risk level
110
0.24%GBP 1.12
CG AJ Bell Cautious Fund Class I Accumulation
CG AJ Bell Cautious Fund Class I Accumulation
CG AJ Bell Cautious Fund Class I Accumulation