Nedgroup IF Global Cautious A USD Acc

Ranked 7 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Objective

The Fund will aim to achieve, over a longer-term horizon, higher returns than those available from money market instruments denominated in US Dollars. The Fund may invest in a portfolio of fixed and floating rate bonds and debentures, preferred issues and convertible bonds around the world. It will also invest in equity and other securities with equity like characteristics from around the world. The Sub-Fund does not have a primary focus on either equities or bonds. It is unlikely that under normal market condition exposure to common stocks will exceed 30% of NAV (at the time of purchase).

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.2%
2018 4.2% -3.8% 7.8% 1.1% -0.6%
2017 -6.2% -0.1% -3.0% -3.3% 0.0%
2016 27.5% 5.0% 8.7% 6.6% 4.8%
2015 3.8% 8.4% -7.5% 0.5% 3.0%
2014 12.4% -0.2% -1.0% 7.0% 6.3%
2013 6.3% 11.0% 1.0% -6.0% 0.9%
2012 -5.2% -3.0% 0.2% -2.3% -0.3%
2011 -0.4% -3.2% -1.0% 4.8% -0.9%
2010 4.0% 5.8% 0.7% -2.3% -0.1%
2009 -4.9% -3.8% -8.2% 8.9% -1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Isle of Man
  3. South Africa
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date03/11/2008
  • Share Class size47Mn
  • Base currencyUSD
  • ISIN IE00BKXGFD24

Purchase Info

  • Min. initial investment4,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.35%
  • Initial investment1.35%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).