WS Protea Absolute Return Fund Class L GBP Acc
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General Objective
The fund aims to achieve a positive return with a focus on capital preservation in all market conditions over any 12 month period, after all costs and charges have been taken. There is no guarantee that the objective will be met over any time period and investors may get back less than they invest.
Fund Exposure
The fund invests globally, including in emerging markets, across asset classes such as equities, bonds, alternative investments, money market instruments, and cash. The Investment Manager seeks to create a balanced portfolio by investing in protective assets like bonds, derivatives, and cash, as well as growth assets like equities. The fund may also invest in Investment Trusts as part of its equity exposure.
Risks
Investors should be aware that this fund is actively managed, meaning the Investment Manager has the discretion to invest without adhering to a specific benchmark. Additionally, the fund may invest in other funds managed by the Manager or their associates. It is important to note that this fund may not be suitable for investors planning to withdraw their money within 5 years.