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EPIC Financial Trends B USD Acc

Price: $938.80|Change: 9.48 (1.02%)

Pricing frequency 

Daily

Dealing cut off time 

11:00

Type 

OEIC

Yield 

-

NAV 

$938.80

Ongoing charge 

1.81%

Latest actual NAV date 

22-04-2024

ISIN 

IE00B8L77L59

UCITS 

Yes

Growth of 10k

Asset allocation

Top 10 holdings

Holdings % of assets

Performance 31/03/2024

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

Total return (%)
Fund+ 1.02
Category-
More...

Investment objective

The investment objective of the Fund is to provide Shareholders with capital appreciation, with a target volatility of 15% through gaining direct and/or indirect exposure to currencies, government bonds and/or equities and equity indices in accordance with the Trading Strategy. In addition, the Fund may invest in Money Market Instruments for cash management purposes. A typical Investor would be seeking capital appreciation over the medium term. The Trading Strategy has been designed to identify and exploit major price trends for each of the markets within the Investment Universe. The Investment Manager employs the Trading Strategy to monitor those markets which are within the Investment Universe to determine entry points, exit points and position sizes by statistically analysing price momentum and volatility to identify support and resistance levels and makes investment decisions based on the foregoing.

Morningstar ratingTM

  Morningstar report document

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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