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Evelyn Adventurous Portfolio Retail USD Acc header image

Evelyn Adventurous Portfolio Retail USD Acc

Fund

ISIN IE00BFY1P207 / Valor null

NAV (2025-11-13)
USD 1.31-0.08%

Evelyn Adventurous Portfolio Retail USD Acc
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The Evelyn Adventurous Portfolio seeks long-term capital growth by primarily investing in a diverse range of collective investment schemes. These underlying investments include UK and global equities, fixed income securities, real estate, and commodities. Additionally, the portfolio incorporates exchange-traded funds (ETFs), investment trusts, direct fixed income products, and utilizes derivatives to effectively manage and optimize its investment strategy.

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Global msci world multi asset

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OTHER SHARE CLASSES OF THIS FUND

Evelyn Adventurous Portfolio Retail EUR Acc
Evelyn Adventurous Portfolio Retail EUR Acc Evelyn Adventurous Portfolio Retail EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.11%EUR 1.17
Evelyn Adventurous Portfolio Institutional GBP Acc
Evelyn Adventurous Portfolio Institutional GBP Acc Evelyn Adventurous Portfolio Institutional GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.31
Evelyn Adventurous Portfolio Retail GBP Dist
Evelyn Adventurous Portfolio Retail GBP Dist Evelyn Adventurous Portfolio Retail GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.02%GBP 1.15
Evelyn Adventurous Portfolio L GBP Acc
Evelyn Adventurous Portfolio L GBP Acc Evelyn Adventurous Portfolio L GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.35
Evelyn Adventurous Portfolio Clean GBP Dist
Evelyn Adventurous Portfolio Clean GBP Dist Evelyn Adventurous Portfolio Clean GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.44
Evelyn Adventurous Portfolio Clean GBP Acc
Evelyn Adventurous Portfolio Clean GBP Acc Evelyn Adventurous Portfolio Clean GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.59
Evelyn Adventurous Portfolio X GBP Acc
Evelyn Adventurous Portfolio X GBP Acc Evelyn Adventurous Portfolio X GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.94
Evelyn Adventurous Portfolio L GBP Dist
Evelyn Adventurous Portfolio L GBP Dist Evelyn Adventurous Portfolio L GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.27
Evelyn Adventurous Portfolio Institutional GBP Dist
Evelyn Adventurous Portfolio Institutional GBP Dist Evelyn Adventurous Portfolio Institutional GBP Dist
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.23
Evelyn Adventurous Portfolio Retail GBP Acc
Evelyn Adventurous Portfolio Retail GBP Acc Evelyn Adventurous Portfolio Retail GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.27
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