IFSL Arbion Sovereign Opportunities Z GBP Acc
ISIN GB00BRT74080 / Valor null
IFSL Arbion Sovereign Opportunities Z GBP Acc
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General Objective
The aim of the Fund is to increase the value of your investment by more than 1% above cash a year, net of fees, over any 3 year period. This increased value comes from a combination of income and capital growth, with no certainty that the aim will be achieved.
Fund Exposure
The Fund will invest at least 90% across the world in a mixture of sovereign and supranational debt, funds and ETFs which invest in sovereign and supranational debt, and cash via liquidity funds. Bonds will be focused on investment grade bonds, with a focus on low-risk, high-grade bonds. The Fund will aim to have the average credit rating across the holdings at or above AA-, considered 'high grade'.
Risks
The Fund is actively managed, with the Investment Manager deciding which investments to buy and sell. Returns will fluctuate, and the performance benchmark may not necessarily be achieved over every 3 year period. Additionally, the Fund may hold up to 10% in cash and use derivatives or forward transactions for efficient portfolio management purposes, including currency hedging.
Source
https://www.ifslfunds.com/sponsor/arbion
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