Nedgroup Investments Global Cautious Fund

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Investor profile

The portfolio is suited to investors seeking to achieve a long-term return and who are prepared to accept a degree of volatility.  The fund is suitable as an investment in a well-diversified portfolio.

Risk profile

Low to medium

 medium to low risk

The greater the amount of risk an investor is willing to take on the greater the potential return.

Appropriate term

Minimum 3 to 5 years

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Benchmark

The portfolio will aim to generate a return above cash as measured by US Dollar one month LIBOR over a rolling 3-year period.

Dealing frequency

Daily

Settlements

Subscriptions:T+2
Redemptions: T+3

Investment manager

Pyrford is a London-based investment manager that was founded in 1991. As part of the firm’s evolution, Pyrford became a 100% subsidiary of the BMO Financial Group in 2007, but remains an independent asset management company and retains full autonomy to manage the business. Pyrford manages a concentrated suite of global strategies that includes an active global asset allocation strategy, which it has managed since 1994. The aim of the strategy is to deliver a stable stream of real returns with a focus on downside protection by adopting a quality and value-based approach that moves allocations flexibly and appropriately between the key asset classes – global equities, cash and sovereign debt. Pyrford were appointed to manage the Nedgroup Investments Global Cautious Fund on 1 July 2019.

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Performance*

Nedgroup Investments Global Cautious Fund (USD)

Period Performance
1 Year to 28 Jun 2019: 0.75%
3 Years to 28 Jun 2019: 2.96%
5 Years to 28 Jun 2019: 2.77%
7 Years to 28 Jun 2019: 1.97%


Fees (excluding VAT)

Portfolio management fees
Annual

A 1.35%

B 1.75%

C 0.85%

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

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Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

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Multi-Manager Funds

Our International Multi-Manager range comprises the Growth MultiFund, the Balanced MultiFund and the Income MultiFund managed on a fund-of-fund basis; each is available in US dollars or sterling. Shares in each sub-fund are accumulating, with the Income MultiFund also having a distributing share class. Three fee classes are available, a lower fee class being available to clients with larger amounts of money to invest; a "clean" class is also included.

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