Evelyn Global Adventurous Direct Fund H GBP Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
The Evelyn Global Adventurous Direct Fund aims for long-term capital growth by actively managing a diverse global portfolio. It primarily invests up to 80% in 20 to 30 individual equities, including those from emerging markets. The remaining 20% is allocated to a mix of sovereign, investment-grade, non-investment-grade, and unrated bonds. Additionally, the fund includes investments in collective investment schemes such as ETFs and investment trusts, and may indirectly hold commodities. This strategic combination is designed to capture growth opportunities across different asset classes and regions.
Content summarized by AI chatbot
Tags:
global equitiesmulti asset
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Evelyn Global Adventurous Direct Fund K EUR Acc
Evelyn Global Adventurous Direct Fund K EUR Acc
Evelyn Global Adventurous Direct Fund K EUR Acc
Annual Return
-50%0%+50%
Risk level
110
0.22%EUR 0.99
Evelyn Global Adventurous Direct Fund H EUR Acc
Evelyn Global Adventurous Direct Fund H EUR Acc
Evelyn Global Adventurous Direct Fund H EUR Acc
Annual Return
-50%0%+50%
Risk level
110
0.21%EUR 0.98
Evelyn Global Adventurous Direct Fund H USD Acc
Evelyn Global Adventurous Direct Fund H USD Acc
Evelyn Global Adventurous Direct Fund H USD Acc
Annual Return
-50%0%+50%
Risk level
110
0.24%USD 1.07
Evelyn Global Adventurous Direct Fund K GBP Acc
Evelyn Global Adventurous Direct Fund K GBP Acc
Evelyn Global Adventurous Direct Fund K GBP Acc
Annual Return
-50%0%+50%
Risk level
110
0.25%GBP 1.05
Evelyn Global Adventurous Direct Fund K USD Acc
Evelyn Global Adventurous Direct Fund K USD Acc
Evelyn Global Adventurous Direct Fund K USD Acc