dVAM Balanced Active PCP AUD A1
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The dVAM Balanced Active PCP fund aims to deliver strong returns while minimizing the risk of losing capital by actively managing a diverse portfolio. It invests primarily in a mix of open-ended funds that include equities, fixed income securities without minimum credit ratings, property, commodities, and currencies. While maintaining a balanced approach across these asset classes, the fund can allocate up to 85% of its assets to equities based on macroeconomic factors. The investment manager uses strategic asset allocation and expert recommendations to select suitable underlying funds, ensuring the portfolio aligns with the fund’s objectives.
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multi assetbalanced fundlipper global mixed gbp balanced
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OTHER SHARE CLASSES OF THIS FUND
dVAM Balanced Active PCP GBP A1
dVAM Balanced Active PCP GBP A1
dVAM Balanced Active PCP GBP A1
Annual Return
-50%0%+50%
Risk level
110
-0.01%GBP 15.32
dVAM Balanced Active PCP EUR D1
dVAM Balanced Active PCP EUR D1
dVAM Balanced Active PCP EUR D1
Annual Return
-50%0%+50%
Risk level
110
-0.02%EUR 13.09
dVAM Balanced Active PCP EUR E1
dVAM Balanced Active PCP EUR E1
dVAM Balanced Active PCP EUR E1
Annual Return
-50%0%+50%
Risk level
110
0.00%EUR 13.16
dVAM Balanced Active PCP GBP D1
dVAM Balanced Active PCP GBP D1
dVAM Balanced Active PCP GBP D1
Annual Return
-50%0%+50%
Risk level
110
-0.01%GBP 14.48
dVAM Balanced Active PCP EUR B1 Hdg
dVAM Balanced Active PCP EUR B1 Hdg
dVAM Balanced Active PCP EUR B1 Hdg
Annual Return
-50%0%+50%
Risk level
110
-0.01%EUR 13.86
dVAM Balanced Active PCP EUR R1 Hdg
dVAM Balanced Active PCP EUR R1 Hdg
dVAM Balanced Active PCP EUR R1 Hdg
Annual Return
-50%0%+50%
Risk level
110
-0.02%EUR 12.43
dVAM Balanced Active PCP USD R1 Hdg
dVAM Balanced Active PCP USD R1 Hdg
dVAM Balanced Active PCP USD R1 Hdg
Annual Return
-50%0%+50%
Risk level
110
-0.01%USD 13.82
dVAM Balanced Active PCP USD B1 Hdg
dVAM Balanced Active PCP USD B1 Hdg
dVAM Balanced Active PCP USD B1 Hdg
Annual Return
-50%0%+50%
Risk level
110
-0.01%USD 15.81
dVAM Balanced Active PCP GBP B1
dVAM Balanced Active PCP GBP B1
dVAM Balanced Active PCP GBP B1
Annual Return
-50%0%+50%
Risk level
110
-0.01%GBP 15.32
dVAM Balanced Active PCP USD A1 Hdg
dVAM Balanced Active PCP USD A1 Hdg
dVAM Balanced Active PCP USD A1 Hdg