The Hurdle Fund GBP (FUND:B188KL3) - Overview

Fund Report

The Hurdle Fund GBP

Key Stats
Morningstar® CategoryAlt - Fund of Funds - Multistrategy
Manager Name-
Inception Date02/10/2006
NAV -GBP -
Day Change-
12 Month Yield-
ISINGB00B188KL39
SEDOLB188KL3
Dividend Frequency-
Net Assets (mil)-
Wrapper AvailabilityAll
Our Minimum Initial Investment1,000.00 GBP
Pricing Frequency-
Dealing Cut off Time16:00:00
Regular InvestmentNo
Actual Initial Charge0.00%
Exit Charge-
Custody ChargeYes
Fund Ongoing Charge-
AMC1.00%
Fund Rebate-

Morningstar Rating™

Not Rated

Morningstar Sustainability Rating

No Rating

No Rating


Sustainability Rating as of -

Benchmarks

Fund Benchmark

-

Morningstar® Benchmark

Not Categorized

Growth Of 10,000 (GBP) 29/02/2016

How has this security performed
20122013201420152016
Fund-2.633.274.26-2.862.15
  • Fund: The Hurdle Fund GBP
  • Category: Alt - Fund of Funds - Multistrategy
  • Benchmark: Not Categorized
Trailing Returns % (GBP) -
Fund
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-

Morningstar SRRI

Lower Risk
Higher Risk
  • 1
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  • 5
  • 6
  • 7
Potentially Lower ReturnsPotentially Higher Returns
Source: Morningstar

Investment Objective

The Hurdle Fund is a multi asset, multi strategy Fund of Hedge Funds that targets Absolute Returns with reduced volatility and restricted draw downs.

Portfolio Profile-

AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries. AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at Trafford House, Chester Road, Manchester M32 0RS. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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