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

The FP Mattioli Woods Passive Growth Fund aims to grow capital by managing a diverse global portfolio primarily made up of passive investment vehicles like ETFs and unit trusts. It invests in a wide range of asset classes, including global stocks, bonds, real estate, infrastructure, commodities such as gold, and alternative assets like hedge funds. Typically, about 80% of the fund is allocated to equities, but this can vary between 0% and 95%. Additionally, the fund holds money market instruments and cash to maintain flexibility, while ensuring no single investment scheme exceeds 25% of the portfolio.