Dollar Fund GBP Class Hedged Shares
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General Objective
The fund aims to achieve long term capital appreciation and income growth by investing mainly in US Government and corporate Index Linked Bonds, particularly Treasury Inflation Protected Securities (TIPS). The Fund is actively managed and not in reference to a benchmark.
Fund Exposure
The asset allocation of the fund is expected to be 100% in TIPS, with the duration and volatility of the portfolio varying over time. Other investment grade government, government agency, and corporate fixed interest bonds may be included in the allocation. The Investment Manager will use Forward Foreign Exchange contracts to hedge the currency exposure.
Risks
The Fund may not be suitable for investors who require their money within three years. Additionally, the minimum investment in the Fund is £100,000. The Fund may also hold over redemption requests until the following Dealing Day if the written redemption request is not received by the Administrator by 2pm on the Business Day prior to the Dealing Day.
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Source
https://www.cgasset.com/fund/dollar-fund/
Tags:
us bondstips
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OTHER SHARE CLASSES OF THIS FUND
Dollar Fund GBP Class D Shares
Dollar Fund GBP Class D Shares
Dollar Fund GBP Class D Shares
Valor: 10189640
Annual Return
-50%0%+50%
Risk level
110
-0.56%GBP 159.35
Dollar Fund GBP Class Non-RDR Hedged Shares
Dollar Fund GBP Class Non-RDR Hedged Shares
Dollar Fund GBP Class Non-RDR Hedged Shares
Annual Return
-50%0%+50%
Risk level
110
0.13%GBP 90.39
Dollar Fund EUR Class Hedged Shares
Dollar Fund EUR Class Hedged Shares
Dollar Fund EUR Class Hedged Shares