Prima Cautious Fund Inc header image

Prima Cautious Fund Inc

Fund

ISIN GB00BKWHS592 / Valor null

NAV (2026-07-13)
GBP 1.02-0.06%

Prima Cautious Fund Inc
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The Prima Cautious Fund seeks to grow your investment and provide income over three years by primarily allocating at least 70% of its portfolio to a wide variety of regulated collective investment schemes across different sectors and regions. Additionally, up to 30% of the fund is invested directly in assets such as shares, bonds, cash, investment trusts, real estate investment trusts (REITs), and structured products that may include derivatives. The fund maintains a balanced exposure to shares, ranging from 10% to 35%, and regularly adjusts its asset allocation strategy to adapt to evolving global market conditions.

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capital growth msci world income

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OTHER SHARE CLASSES OF THIS FUND

Prima Cautious Fund A Acc
Prima Cautious Fund A Acc Prima Cautious Fund A Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.07%GBP 1.07
Prima Cautious Fund Acc
Prima Cautious Fund Acc Prima Cautious Fund Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.06%GBP 1.15