WS Global Passive Portfolio Agrsv Fd
|22 Feb 2024
|Last Ex-Dividend Date
|01 January 2020
|Standard Initial Charge
|Annual Management Charge
The objective of the Sub-Fund is to achieve a combination of capital growth and income over rolling 10-year periods. The Sub-Fund typically has 85% indirect exposure to equities and 15% exposure to other assets, being indirect exposure to bonds and alternatives (such as commodities, loans, hedge funds, private equity and property) and direct and/or indirect exposure to deposits, money market instruments, cash, near-cash. Indirect exposure is through collective investment schemes, such as unit trusts, OEICs, exchange-traded funds and closed ended schemes.
Waystone Management (UK) Limited
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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