CG AJ Bell Cautious Fund Class I Income header image

CG AJ Bell Cautious Fund Class I Income

Fund

ISIN GB00BYW8RT75 / Valor null

NAV (2025-12-12)
GBP 1.05+0.25%

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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Tags:
capital growth defensive 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
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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
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Annual Return

-50%0%+50%

Risk level

110
0.07%GBP 1.30