WS KH Invicta Fund Income header image

WS KH Invicta Fund Income

Fund

ISIN GB00B1B24100 / Valor 2884345

NAV (2025-11-14)
GBP 20.97-0.87%

WS KH Invicta Fund Income
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WS KH Invicta Fund invests globally, including in emerging markets, with a strong focus on company shares, which make up between 55% and 95% of the portfolio. It also includes up to 30% in bonds, encompassing both high-quality and riskier debt, up to 25% in cash and money market instruments for liquidity, and up to 20% in alternative investments like property, infrastructure, commodities such as gold, hedge funds, and private equity. This diverse mix aims to balance growth and income over the long term.

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global equities multi asset bank of england base rate

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OTHER SHARE CLASSES OF THIS FUND

WS KH Invicta Fund Accumulation
WS KH Invicta Fund Accumulation WS KH Invicta Fund Accumulation Valor: 2884350
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Annual Return

-50%0%+50%

Risk level

110
-0.87%GBP 27.93