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CT MM Lifestyle 6 B Acc

Volatility Managed
Price: 106.10p|Change: 0.10 (0.09%)

Pricing frequency 

Daily


Dealing cut off time 

11:00


Type 

OEIC


Yield 

1.57%


NAV 

106.10p


Ongoing charge 

0.97%


Latest actual NAV date 

28-03-2024


ISIN 

GB00B7S6RS52


UCITS 

No


This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Performance 29/02/2024

1D | 1M | 3M | 1Y | 3Y ann | 5Y ann | 10Y ann


Total return (%)
Fund+ 0.09
Category-
More...

Investment objective

The Fund aims to deliver capital growth with some income over the long term (at least 5 years). The Fund invests at least 70% in collective investment schemes (which may include schemes operated by the ACD or an associate of the ACD) to obtain indirect exposure to a wide range of asset classes. The investment manager uses a strategic asset allocation model that is matched to a specific target risk and volatility band (the volatility band is supplied by external provider). However, the Fund remains actively managed and the allocation to particular asset classes or geographies may vary over time at the investment manager’s discretion.

Morningstar ratingTM


Morningstar sustainability ratingTM


AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. 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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