WS Sequel Balanced Target Return Strategy Fund I GBP Acc header image

WS Sequel Balanced Target Return Strategy Fund I GBP Acc

Fund

ISIN GB00BBDRR360 / Valor null

NAV (2025-04-25)
GBP 1.47+0.39%

WS Sequel Balanced Target Return Strategy Fund I GBP Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

WS Sequel Balanced Target Ret Strat Fd builds its portfolio with a diverse mix of UK and international stocks, bonds, money market instruments, and cash equivalents. It adapts its investments based on current market conditions and includes alternative assets like commodities, private equity, property, and hedge funds when appropriate. Initially, the fund invests largely through other investment schemes, but as it expands, it aims to invest more directly in these various asset classes to achieve a balanced approach between income and growth.

Content summarized by AI chatbot
Tags:
multi asset balanced

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

WS Sequel Balanced Target Return Strategy Fund Standard Class C Shares
WS Sequel Balanced Target Return Strategy Fund Standard Class C Shares WS Sequel Balanced Target Return Strategy Fund Standard Class C Shares
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%GBP 1.26
WS Sequel Balanced Target Return Strategy Fund Retail Class
WS Sequel Balanced Target Return Strategy Fund Retail Class WS Sequel Balanced Target Return Strategy Fund Retail Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.59%GBP 1.90
WS Sequel Balanced Target Return Strategy Fund Institutional Class
WS Sequel Balanced Target Return Strategy Fund Institutional Class WS Sequel Balanced Target Return Strategy Fund Institutional Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.58%GBP 1.86