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.
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.
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.
IE00BW0D8977
IE00BKXGFG54
Class C
Class C
Notice to deal:
14:00 T-0
Settlement:
Subscriptions: T+3
Redemptions: T+3
Notice to deal:
14:00 T-0
Settlement:
Subscriptions: T+3
Redemptions: T+3
Global Cautious Performance Indicator
Global Cautious Performance Indicator
Past performance is not indicative of future performance and does not predict future returns.
Past performance is not indicative of future performance and does not predict future returns.
Investment Management fee | 0.85% |
---|---|
+ | |
Administration costs | 0.18% |
On-going charges | 1.03% |
+ | |
Transaction costs | 0.01% |
Total investment charges | 1.04% |
Investment Management fee | 0.85% |
---|---|
+ | |
Administration costs | 0.16% |
On-going charges | 1.01% |
+ | |
Transaction costs | 0.01% |
Total investment charges | 1.02% |
Fund price | Price change | Shares in issue |
---|---|---|
1.1979 | 5 201 982.9642 | |
1.3832 | 48 308 406.4255 |
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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