Ninety One Global Strategy Fund - Global Strategic Managed Fund IX Inc USD
ISIN LU0846948866 / Valor 20109622
Ninety One Global Strategy Fund - Global Strategic Managed Fund IX Inc USD
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General Objective
The Global Strategic Managed Fund aims to provide long-term income and capital growth through investment in a diversified and actively managed portfolio consisting of cash instruments, fixed income securities, convertible securities, equity securities, and derivatives on an international basis. The maximum equity content will be limited to 75% of the Fund.
Fund Exposure
The fund is exposed to a mix of asset classes including developed market equity, emerging market equity, equity options, defensive sovereign debt, and cash. It has a regional allocation to North America, Asia ex-Japan, UK, Europe ex UK, Japan, and Emerging Markets ex Asia. The fund also has a sector allocation to Information Technology, Financials, Health Care, Industrials, Communication Services, Consumer Discretionary, Materials, Utilities, Consumer Staples, Energy, and Real Estate.
Risks
Investors should be aware that past performance should not be taken as a guide to the future and there is no guarantee that this investment will make profits; losses may be made. Additionally, if the currency of the share class differs from the investor's domestic currency, returns may increase or decrease as a result of currency fluctuations. For a detailed explanation of the risk profile, investors should refer to the 'KID SRI' explanation in the glossary provided.
Source
https://ninetyone.com/en/international/funds-strategies/funds/global-strategic-managed-ix-inc-usd-lu0846948866
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