Royal London Multi Asset Balanced Fund (IRL) M EUR Accumulation
Fund
ISIN IE000FSU1KG0 / Valor null
NAV (2025-04-16)
EUR 1.02-0.44%
Royal London Multi Asset Balanced Fund (IRL) M EUR Accumulation
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General Objective
The fund aims to achieve capital growth over a market cycle, typically 6-7 years, by primarily investing in other collective investment schemes (CIS) while maintaining a moderate level of risk and return relative to other funds in the Royal London Multi Asset Funds range.
Fund Exposure
At least 70% of the fund's assets are invested in regulated open-ended CIS, including exchange-traded funds, with exposure to shares of European, UK, and overseas companies, investment and sub-investment grade bonds, REITs, and money market instruments. The fund typically has slightly more exposure to fixed income assets and cash, with periodic rebalancing of asset allocations.
Risks
Investors should be aware of the risks associated with the fund, including potential losses in capital due to market fluctuations and the use of derivatives for investment, hedging, and portfolio management purposes. The fund may not be suitable for investors planning to withdraw their money within 5 years.