IFSL Arbion Global Opportunities Z GBP Inc
ISIN GB00BRT73Z60 / Valor null
IFSL Arbion Global Opportunities Z GBP Inc
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General Objective
The aim of the Fund is to increase the value of your investment in excess of 7% a year, net of fees, over any 5 year period, through a combination of capital growth and income. The Fund will be actively managed to achieve this objective.
Fund Exposure
The Fund will have exposure to a broad range of asset classes and investments across different industries and geographical regions. This includes between 5% and 50% in bonds and cash, between 40% and 85% in shares of companies, and up to 20% in alternative assets such as regulated funds employing a hedge fund type strategy and structured products. The Investment Manager considers economic and market conditions when deciding asset allocation within these limits.
Risks
The Fund may be exposed to risks associated with investing in bonds, shares, alternative assets, and derivatives. There is no certainty that the performance target of the Fund will be achieved, and the Fund's performance may vary compared to the IA Mixed Investment 40-85% Shares sector. Additionally, the use of derivatives and forward transactions may introduce additional risks to the Fund.
Source
https://www.ifslfunds.com/sponsor/arbion
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