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The Stellar Fund

Fund

ISIN GB00B2R8FS32 / Valor null

NAV (2025-12-09)
GBP 2.17-0.91%

The Stellar Fund
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The Stellar Fund focuses on building a diverse portfolio by investing in 50 to 80 companies listed on major global and emerging market stock exchanges, ensuring that at least 60% of its investments are in these stocks. Additionally, up to 30% of the fund is allocated to alternative assets such as infrastructure and green energy bonds and equities, commodities like gold, private equity, distressed debt, hedge funds, and various high-yield and asset-backed bonds. The fund also includes allocations of up to 10% each in government and corporate bonds from around the world, real estate through REITs and property trusts, and cash or near-cash instruments. This diversified approach aims to achieve both capital growth and income over the long term.

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alternative assets global equities consumer prices index

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