iMGP Global Diversified Income I EUR HP

The fund aims to deliver a minimum return of cash (BofaML US 3-Month Treasury Bill Index +4% p.a.) on a rolling 5-year basis. It may invest globally in equities, bonds, cash, money market instruments, currencies, commodities, listed and unlisted derivatives, with equity exposure accounting for up to 75% of the Fund's assets.

The fund is exposed to a multi-asset class investment strategy with a global investment zone. It may have exposure to gold and precious metals up to 20%, commodities other than gold and precious metals up to 25%, and structured products. The total exposure to emerging markets may not exceed 40% of the Fund's assets.

The fund is classified as having a higher risk profile (SRRI 2), which typically offers higher rewards. The fund's annualized risk measures include a volatility of 8.3%, a Sharpe ratio of -0.8, a maximum drawdown of -26.1%, and a recovery period of -3.3 months.

https://www.imgp.com/en/imgpfunds/fund/LU0133193242