Man Income Fund Retail Income Shares (Class B)
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General Objective
The Fund aims to generate a level of income above the FTSE All Share Total Return Index over a 1-year rolling period and to outperform the index over the long-term (5-year rolling periods).
Fund Exposure
The Fund will invest at least 80% of its assets in UK equities, either based in the UK, conducting a significant portion of business in the UK market, or listed on a UK stock exchange. Additionally, the Fund may invest in American Deposit Receipts (ADR), other equity linked instruments, money market securities, government and corporate bonds, and fixed income investments. The Investment Adviser seeks to identify undervalued companies trading below their tangible asset value or with undervalued profit streams.
Risks
The Fund may use financial derivative instruments extensively for efficient portfolio management and to hedge against market movements. Investors should be aware that the Fund may not be suitable for those planning to withdraw their investment within 5 years. Additionally, the Fund's performance targets are based on benchmarks, with the Investment Adviser having the flexibility to deviate from the FTSE Index in terms of holdings selection.