SVS RM Defensive Capital A Acc
- Citicode
- BHKF5
- Launch Date
- 31-10-2024
- Fund Size
- £114,296,399
- Yield
- 3.29%
- Ongoing Charge
- 0.87%
- Fund Managers
Benchmark: IA Mixed Investment 20-60% Shares
Investment
SVS RM Defensive Capital A Acc
3 months
6 months
1 Year
3 years
5 years
Fund Objective
The aim of the Fund is to preserve capital whilst looking for capital growth opportunities over the long term (at least five years) and positive absolute returns in any market conditions over rolling three year periods, net of fees. Returns are not guaranteed over any time period therefore capital is at risk.
Top 10 Holdings
Asset Class
Data source:
All financial data is supplied by FE
Disclaimer:
Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.