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Global Cautious Fund

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.  Investors should have a moderate tolerance for short-term volatility in order to achieve returns in excess of cash over a medium term investment horizon.

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Sub-Investment manager

Pyrford is a London-based boutique 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 boutique 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 has managed the Nedgroup Investments Global Cautious Fund since 1 July 2019. 

Investment manager

An Isle of Man based fund manager providing investment management services to assets in excess of $5.0bn. Licensed by the Isle of Man Financial Services Authority.

Risk profile

1 7
The greater the amount of risk an investor is willing to take on the greater the potential return

Risk profile

1 7
The greater the amount of risk an investor is willing to take on the greater the potential return

ISIN

IE00BW0D8977

SFDR Classification

Article 6 tooltip

ISIN

IE00BKXGFG54

SFDR Classification

Article 6 tooltip

Class

Class C

Class

Class C

Minimum investment

Lump sum: GBP 4 000

Minimum investment

Lump sum: USD 4 000

Dealing

Notice to deal:

16:00 T-1

Settlement:

Subscriptions: T+3
Redemptions: T+3

Dealing

Notice to deal:

16:00 T-1

Settlement:

Subscriptions: T+3
Redemptions: T+3

Performance indicator

Global Cautious Performance Indicator

Performance indicator

Global Cautious Performance Indicator

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees EAC Calculator

Investment Management fee 0.85%
+
Administration costs 0.20%
On-going charges 1.05%
+
Transaction costs 0.00%
Total investment charges 1.05%

Annual fees EAC Calculator

Investment Management fee 0.85%
+
Administration costs 0.16%
On-going charges 1.01%
+
Transaction costs 0.00%
Total investment charges 1.01%

Fund price as at eac View all prices

Fund price Price change Shares in issue
1.1492 0.68% 5 156 609.8815
1.3254 0.69% 49 485 804.3473

Responsible investing

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Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

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