Risk profile
Medium to high
The greater the amount of risk an investor is willing to take on the greater the potential return.
The Growth MultiFund aims to provide high levels of growth with moderate to high levels of risk and volatility over the medium to longer-term. It is suitable for clients with an investment time horizon of 5 to 7 years. Investing in the fund involves a risk to capital in order to achieve the desired return.
Medium to high
The greater the amount of risk an investor is willing to take on the greater the potential return.
Morningstar Aggressive Allocation USD
3-month LIBID + 3% - +5% over 5 – 7 years
Subscriptions:T+2Redemptions:T+3
Daily.
Notice period for subscriptions and redemptions is 12 noon (Irish time) one day prior to dealing.
The Growth MultiFund is suited to those investors who are not overly concerned about short-term volatility and who wish to maximise long-term capital growth.
An Isle of Man asset manager licensed by the Isle of Man Financial Services Authority providing Administration and Asset Management services to collective investment schemes of collective investment schemes of $3.6bn.
| Price |
|---|
| 12.6888 |
| On-going charges |
|---|
| 1.34% |
| Period | Performance |
|---|---|
| 1 Year to 30 Aug 2019: | 1.47% |
| 3 Years to 30 Aug 2019: | 6.87% |
| 5 Years to 30 Aug 2019: | 4.42% |
* The above mentioned performance figures must be read alongside the relevant fact sheet.
Returns longer than a year are annualised.
Data source: © 2017 Morningstar Inc. All rights reserved.
| Annual |
|---|
|
A 1.40% B 1.00% C 0.50% |
19 August 2011
None – accumulation only
Lump sum 1500 USD
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.
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.
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.
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.
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.
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.