IFSL Equilibrium Adventurous Portfolio
|22 Feb 2024
|Last Ex-Dividend Date
|01 January 2020
|Standard Initial Charge
|Annual Management Charge
The Fund aims to deliver returns greater than inflation over a minimum of 5 years, through a combination of capital growth, that is profit on investments, and income paid out of investments, such as interest and dividends, after any charges have been taken out of the Fund. At least 80% of the Fund will be invested in other funds, including exchange traded funds (which typically track an index) and investment trusts. This may include other funds operated by the Authorised Corporate Director or its associates. Through these investments the Fund will be exposed to a range of asset classes, including: Between 45% and 80% in shares in companies, but will normally be around 60% of the Fund; and Up to 50% in bonds, which are loans typically issued by companies and governments, but will normally be around 5% to 15% of the Fund.
Equilibrium Investment Management LLP
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.
daily news email
Subscribe to the latest investing news by entering your email address below
You can opt out at any time.
For five days a week you will get
- The latest company news
- Insight into investment trends
- Round-up of directors' buys and sells
- Articles from Shares magazine