Description
Home | Funds | FGAM Global Cautious Fund
FUND OBJECTIVE
The objective of the portfolio is to preserve capital in USD terms over the short to medium term and growth capital in the long term.
FGAM Global Cautious Fund
£1.00
| Investor Need | Capital preservation in USD terms through exposure to global assets |
|---|---|
| Benchmark | 25% MSCI AC World, 50% Citigroup WorldBIG, 10% S&P Global Property, 10% LIBOR USD 7-Day, 5% LIBOR EUR 7-Day |
| ASISA Classification | Morningstar USD Cautious Allocation |
| Maximum effective equity exposure (including international equity) | 50% |
| Risk Rating | Less Cautious (5/10) |
| Time Horison | 36 months + |
| Reg 28 | no |
| TIC A Class | 1.34% |
| TIC date | 31 March 2024 |
