IdB MM Balanced A (USD)
Fund Information
| Investment type |
global mix fund of funds |
| Domicile |
Luxembourg |
| Currency |
USD |
| Initial charge |
max. 5% |
| Annual management fee |
0.80% |
| Performance fee |
none |
| Listing |
Luxembourg |
| Dividend |
none |
| Distributed in |
the Netherlands and Luxembourg |
| Pricing |
daily |
Insinger de Beaufort Multi-Manager Balanced aims to achieve long-term capital appreciation by outperforming the average performance of balanced fund managers with a fund volatility below that of the average active manager. Exposure to financial markets will be gained through investment in a diversified portfolio of global equity, bond and money market funds. The fund’s investment strategy focuses on investing principally on the financial markets of developed economies in keeping with the relatively conservative nature of this investment vehicle. A balanced asset allocation strategy will be maintained and determined by the relative performance outlook for equities versus bonds, although the allocation will not exceed 70%/30% either way. By using manager with complementary growth and value approaches and different size biases, the fund is expected to reduce style, size, market and sector risk, thus reducing performance volatility relative to the index.
Available downloads
Annual Reports
(Please note that the annual reports are part of the prospectus)
Disclaimer
Important information: This information has been prepared by Insinger de Beaufort Asset Management N.V. on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst all reasonable care has been taken to ensure that the facts stated are accurate and the opinions are fair and reasonable, neither Insinger de Beaufort Asset Management N.V., nor any director or employee, shall in any way be responsible for any reliance placed on its contents. Past performance is not necessarily a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed.
