Contrarius ICAV - Contrarius Global Balanced Fund Performance Fee USD
Fund
ISIN IE000ZM3J4F0 / Valor null
NAV (2024-12-02)
USD 11.19+1.08%
Contrarius ICAV - Contrarius Global Balanced Fund Performance Fee USD
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General Objective
The fund aims to achieve a higher Total Rate of Return than the return on US$ bank deposits over the long term.
Fund Exposure
The fund is a flexible asset allocation fund that invests in global equities, equity-related securities, cash, and investment grade fixed-income government securities. It may vary its net exposure to global equities and equity-related securities between 0% and 75%, using proprietary investment research for selection.
Risks
Currency exposure can significantly influence returns, and as the fund may have a high exposure to net equities, it is intended for investors who accept exposure to movements in world markets. Additionally, the fund may not be appropriate for investors who plan to withdraw their money before 3 to 5 years.
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Source
https://www.contrarius.com/
Tags:
flexible allocationglobal equitiesus bank deposits
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OTHER SHARE CLASSES OF THIS FUND
Contrarius ICAV - Contrarius Global Balanced Fund Institutional Class
Contrarius ICAV - Contrarius Global Balanced Fund Institutional Class
Contrarius ICAV - Contrarius Global Balanced Fund Institutional Class
Annual Return
-50%0%+50%
Risk level
110
1.09%USD 40.35
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee Class
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee Class
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee Class
Valor: 34528436
Annual Return
-50%0%+50%
Risk level
110
1.08%USD 37.62
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee GBP
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee GBP
Contrarius ICAV - Contrarius Global Balanced Fund Fixed Fee GBP