IFSL Meon Adaptive Growth Fund P GBP Inc
UMushroom community rating:
5.00
2 votes
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The IFSL Meon Adaptive Growth Fund aims to grow your investment over at least five years by primarily investing at least 80% in large-cap companies from the UK, USA, and European stock markets, focusing on firms valued over £1 billion in the UK, $4 billion in the USA, and €2.5 billion in Europe. Additionally, the fund may allocate up to 20% of its portfolio to exchange-traded products like ETFs, which provide exposure to various shares, bonds, or commodities, and can hold up to another 20% in cash to manage liquidity and swiftly respond to market changes. The fund is actively managed to adapt to evolving market conditions and pursue its growth objectives.
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Tags:
global equitieslarge capftse 100
Ratings & reviews
5.00
2 votes
Performance:
5.00
Innovation:
5.00
Society:
4.50
Nature:
4.00
Luba Schoenig
Switzerland, 29 May 2024
An interesting opportunity to invest in the broad equity markets
Robert Hale
United Kingdom, 17 Oct 2024
Great performance with low levels of volatility.
OTHER SHARE CLASSES OF THIS FUND
IFSL Meon Adaptive Growth Fund P GBP Acc
IFSL Meon Adaptive Growth Fund P GBP Acc
IFSL Meon Adaptive Growth Fund P GBP Acc