FP Mattioli Woods Funds ICVC - FP Mattioli Woods Passive Cautious Fund B Class GBP Income

The FP Mattioli Woods Passive Cautious Fund is designed to preserve capital and grow investment value by primarily investing at least 80% in passive investment vehicles such as ETFs, unit trusts, and exchange-traded commodities. The fund’s portfolio is diversified globally, including around 45% in equities, as well as investments in fixed income securities like bonds, real estate, infrastructure projects, and alternative assets including hedge funds and gold. Additionally, it holds money market instruments and cash to maintain flexibility and liquidity, ensuring a balanced and diversified approach to achieving capital growth over the long term.