IFSL Ascot Lloyd 5 Fund Class A GBP Accumulation
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IFSL Avellemy 5 is a balanced fund designed to achieve both capital growth and income by investing primarily in collective investment schemes, which make up at least 70% of its portfolio. The fund’s diversified holdings include lower and medium-risk assets such as cash, government and corporate bonds, and property, alongside higher-risk investments like shares in companies and structured products. Additionally, IFSL Avellemy 5 directly invests in cash, equities, fixed interest securities, corporate bonds, and structured products, spreading its investments across various geographical sectors to support its growth and income objectives while maintaining a moderate risk level.
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OTHER SHARE CLASSES OF THIS FUND
IFSL Ascot Lloyd 5 Fund Class C GBP Accumulation
IFSL Ascot Lloyd 5 Fund Class C GBP Accumulation
IFSL Ascot Lloyd 5 Fund Class C GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
0.49%GBP 1.45
IFSL Ascot Lloyd 5 Fund Class A GBP Income
IFSL Ascot Lloyd 5 Fund Class A GBP Income
IFSL Ascot Lloyd 5 Fund Class A GBP Income
Annual Return
-50%0%+50%
Risk level
110
0.45%GBP 1.34
IFSL Ascot Lloyd 5 Fund Class C GBP Income
IFSL Ascot Lloyd 5 Fund Class C GBP Income
IFSL Ascot Lloyd 5 Fund Class C GBP Income
Annual Return
-50%0%+50%
Risk level
110
0.45%GBP 1.34
IFSL Ascot Lloyd 5 Fund Class D GBP Income
IFSL Ascot Lloyd 5 Fund Class D GBP Income
IFSL Ascot Lloyd 5 Fund Class D GBP Income
Annual Return
-50%0%+50%
Risk level
110
0.42%GBP 1.20
IFSL Ascot Lloyd 5 Fund Class D GBP Accumulation
IFSL Ascot Lloyd 5 Fund Class D GBP Accumulation
IFSL Ascot Lloyd 5 Fund Class D GBP Accumulation