WAY Global Balanced Portfolio Fund Acc header image

WAY Global Balanced Portfolio Fund Acc

Fund

ISIN GB0006989221 / Valor 324620

NAV (2026-04-08)
GBP 2.55+0.57%

WAY Global Balanced Portfolio Fund Acc
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The WAY Global Blue Managed Portfolio aims for long-term capital growth by actively managing a diverse global portfolio that includes cash, fixed interest securities, equities, and equity-linked investments across various economic sectors. The fund typically allocates between 20% and 60% of its investments to equity-focused schemes, drawing from multiple markets around the world to ensure broad diversification. Additionally, it may hold up to 10% in cash or near cash and temporarily use borrowing to support its investment strategy, all while maintaining exposure to different asset classes to achieve its growth objectives over a minimum five-year period.

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Tags:
diversified portfolio collective investment ia mixed investment 20-60% shares

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OTHER SHARE CLASSES OF THIS FUND

WAY Global Balanced Portfolio Fund S Inc GBP
WAY Global Balanced Portfolio Fund S Inc GBP WAY Global Balanced Portfolio Fund S Inc GBP
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Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 1.72
WAY Global Balanced Portfolio Fund Inc
WAY Global Balanced Portfolio Fund Inc WAY Global Balanced Portfolio Fund Inc Valor: 1922764
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 2.54
WAY Global Balanced Portfolio Fund C Inc
WAY Global Balanced Portfolio Fund C Inc WAY Global Balanced Portfolio Fund C Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 1.30
WAY Global Balanced Portfolio Fundt E Inc
WAY Global Balanced Portfolio Fundt E Inc WAY Global Balanced Portfolio Fundt E Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%GBP 1.98
WAY Global Balanced Portfolio Fund E Acc
WAY Global Balanced Portfolio Fund E Acc WAY Global Balanced Portfolio Fund E Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%GBP 1.97
WAY Global Balanced Portfolio Fund T Inc
WAY Global Balanced Portfolio Fund T Inc WAY Global Balanced Portfolio Fund T Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 1.90