OMBA Moderate Risk Global Allocation Fund Class A GBP Acc
Fund
ISIN IE00BJLPGS63 / Valor null
NAV (2024-12-17)
GBP 124.09-0.15%
OMBA Moderate Risk Global Allocation Fund Class A GBP Acc
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General Objective
The general objective of this fund is to achieve capital appreciation over the medium to long term. This is done through investing in a global and diversified portfolio of equity and fixed income securities allocated across regions, countries, and sectors.
Fund Exposure
The fund is exposed to a moderate risk portfolio of equity and fixed income securities, with a risk profile comparable to a 50% global fixed income / 50% global equity allocation. The asset classes include fixed income, real estate, and cash or other, with a breakdown across regions such as Developed Americas, Developed EMEA, Emerging Markets, and Developed Asia Pacific.
Risks
Investing in this fund involves risks, as all financial investments do. The value of the investment can decrease as well as increase, resulting in variable returns. Changes in exchange rates may also have an adverse effect on the value, price, or income of the product. It is important to note that past performance may not be a reliable guide to future performance.
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Source
https://www.ombainvestments.com/funds/moderate/
Tags:
global equitiesmsci world indexglobal debt
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OTHER SHARE CLASSES OF THIS FUND
OMBA Moderate Risk Global Allocation Fund Class A EUR Acc
OMBA Moderate Risk Global Allocation Fund Class A EUR Acc
OMBA Moderate Risk Global Allocation Fund Class A EUR Acc
Annual Return
-50%0%+50%
Risk level
110
0.09%EUR 127.20
OMBA Moderate Risk Global Allocation Fund Class B GBP Dis
OMBA Moderate Risk Global Allocation Fund Class B GBP Dis
OMBA Moderate Risk Global Allocation Fund Class B GBP Dis
Annual Return
-50%0%+50%
Risk level
110
-0.15%GBP 113.41
OMBA Moderate Risk Global Allocation Fund Class B USD Dis
OMBA Moderate Risk Global Allocation Fund Class B USD Dis
OMBA Moderate Risk Global Allocation Fund Class B USD Dis
Annual Return
-50%0%+50%
Risk level
110
0.00%USD 114.99
OMBA Moderate Risk Global Allocation Fund Class B EUR Dis
OMBA Moderate Risk Global Allocation Fund Class B EUR Dis
OMBA Moderate Risk Global Allocation Fund Class B EUR Dis
Annual Return
-50%0%+50%
Risk level
110
0.09%EUR 116.37
OMBA Moderate Risk Global Allocation Fund Class A USD Acc
OMBA Moderate Risk Global Allocation Fund Class A USD Acc
OMBA Moderate Risk Global Allocation Fund Class A USD Acc