Global Cautious Fund

Investor Profile

This portfolio is suited to investors seeking exposure to global equities as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors must be able to set aside the invested capital for a long term investment horizon and be prepared to accept a degree of high volatility of net asset value.

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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. 

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

IE00BKXGFG54

ISIN

IE00BW0D8977

Class

Class C

Class

Class C

Minimum investment

Lump sum: USD 4 000

Minimum investment

Lump sum: GBP 4 000

Settlements

Subscriptions: T+2
Redemptions: T+3

Settlements

Subscriptions: T+2
Redemptions: T+3

Performance indicator

EAA Fund USD Cautious Allocation

Performance indicator

EAA Fund USD Cautious Allocation

Performance (since inception)

Performance (since inception)

Annual fees (excluding VAT)

Investment Management fee 0.85%
+
Administration costs 0.14%
On-going charges 0.99%
+
Transaction costs 0.01%
Total investment charges 1.00%

Annual fees (excluding VAT)

Investment Management fee 0.85%
+
Administration costs 0.20%
On-going charges 1.05%
+
Transaction costs 0.01%
Total investment charges 1.06%