Evelyn Multi-Asset Maximum Growth Clean GBP Dist header image

Evelyn Multi-Asset Maximum Growth Clean GBP Dist

Fund

ISIN IE000A1XXDS5 / Valor null

NAV (2025-03-13)
GBP 1.05-0.76%

Evelyn Multi-Asset Maximum Growth Clean GBP Dist
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General Objective

The fund aims to achieve moderate capital growth over the long term, primarily investing in equities with some exposure to bonds and alternatives.

Fund Exposure

The portfolio of the fund is mainly comprised of equities, representing up to 100% of the portfolio. It may also have exposure to emerging markets up to 20% of the Net Asset Value. Additionally, the fund may invest in sovereign, investment grade, non-investment grade, and unrated bonds, with a limit of 10% in non-investment grade and unrated bonds. The fund may also invest in collective investment schemes, including ETFs, investment trusts, and commodities.

Risks

The fund may be exposed to various risks, including market risk, credit risk, liquidity risk, and derivatives risk. The value of investments may fluctuate, and investors may not get back the full amount invested. It is important for investors to carefully consider these risks before investing in the fund.

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Source

https://www.evelyn.com/services/funds/evelyn-multi-asset-range/

Tags:
equities bonds

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OTHER SHARE CLASSES OF THIS FUND

Evelyn Multi-Asset Maximum Growth Clean GBP Acc
Evelyn Multi-Asset Maximum Growth Clean GBP Acc Evelyn Multi-Asset Maximum Growth Clean GBP Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.77%GBP 1.09