Evelyn Global Defensive Portfolio Clean GBP Acc
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The Evelyn Global Defensive Portfolio is designed to achieve steady long-term growth while keeping return fluctuations low. It invests primarily in a diverse range of other funds, ETFs, investment trusts, and investment companies that focus mainly on bonds and financial instruments tied to bonds or market indices. Additionally, it holds a smaller portion of shares and may include international investments across various countries. The portfolio also has the flexibility to invest directly in bonds and indirectly in areas like commodities and real estate. Managed actively, the fund's team makes strategic decisions on which assets to include and how to allocate them globally to meet its growth and stability goals.
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OTHER SHARE CLASSES OF THIS FUND
Evelyn Global Defensive Portfolio Retail CHF Acc
Evelyn Global Defensive Portfolio Retail CHF Acc
Evelyn Global Defensive Portfolio Retail CHF Acc
Annual Return
-50%0%+50%
Risk level
110
0.02%CHF 1.01
Evelyn Global Defensive Portfolio Retail EUR Acc
Evelyn Global Defensive Portfolio Retail EUR Acc
Evelyn Global Defensive Portfolio Retail EUR Acc
Annual Return
-50%0%+50%
Risk level
110
0.03%EUR 1.08
Evelyn Global Defensive Portfolio Clean EUR Acc
Evelyn Global Defensive Portfolio Clean EUR Acc
Evelyn Global Defensive Portfolio Clean EUR Acc
Annual Return
-50%0%+50%
Risk level
110
0.04%EUR 1.06
Evelyn Global Defensive Portfolio Retail GBP Acc
Evelyn Global Defensive Portfolio Retail GBP Acc
Evelyn Global Defensive Portfolio Retail GBP Acc
Annual Return
-50%0%+50%
Risk level
110
0.03%GBP 1.16
Evelyn Global Defensive Portfolio Clean USD Acc
Evelyn Global Defensive Portfolio Clean USD Acc
Evelyn Global Defensive Portfolio Clean USD Acc
Annual Return
-50%0%+50%
Risk level
110
0.04%USD 1.23
Evelyn Global Defensive Portfolio Clean CHF Acc
Evelyn Global Defensive Portfolio Clean CHF Acc
Evelyn Global Defensive Portfolio Clean CHF Acc
Annual Return
-50%0%+50%
Risk level
110
0.02%CHF 1.05
Evelyn Global Defensive Portfolio Retail USD Acc
Evelyn Global Defensive Portfolio Retail USD Acc
Evelyn Global Defensive Portfolio Retail USD Acc