Evelyn Smart Adventurous Fund S GBP Acc header image

Evelyn Smart Adventurous Fund S GBP Acc

Fund

ISIN IE00049CLTP8 / Valor null

NAV (2025-02-17)
GBP 1.22+0.21%

Evelyn Smart Adventurous Fund S GBP Acc
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General Objective

The fund aims to achieve capital growth over the longer term by investing primarily in exchange traded products to gain exposure to the investment markets.

Fund Exposure

The fund is an actively managed fund of funds that primarily holds passively managed CIS, including ETFs, providing exposure to global equity, bond, and other non-equity markets. The underlying investments may invest in debt instruments, shares, and financial contracts that derive their value from bonds or indices. The fund may also invest directly in bonds and indirectly in commodities.

Risks

Risks associated with this fund include market risk, credit risk, interest rate risk, currency risk, and derivatives risk. The value of investments may fluctuate and investors may not get back the amount invested. Additionally, the use of derivatives for efficient portfolio management, investment, and hedging purposes may expose the fund to additional risks. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.evelyn.com/media/f0qjmarw/evelyn-smart-adventurous-fund-s-gbp-acc-eu-kid.pdf

Tags:
bonds global equity

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