Contrarius ICAV - Contrarius Global Balanced Fund Performance Fee USD header image

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 allocation global equities us 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
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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
starstarstarstarstar

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.72%GBP 11.27