Share Centre Cautious Fund, NAV (Net Asset Value) is the per-unit market value of a mutual fund, showing the price at which investors buy or sell units. SELECT SHARE CLASS Standard Share Class Fixed Fee Share Class Seeks to apply a cautious balance between investment returns and risk of loss using a diversified global portfolio. Catchy, isn’t it!? But it is exactly that. Once you've read the important information about your chosen account, it won't take long to open. The fixed interest securities portion of the Fund will be actively managed and at least 80% of this will consist of a wide range of sterling and euro dominated investment grade Browse a range of 5 HSBC multi-asset, professionally-managed global portfolios. Risk level: More details Feeling somewhere between cautious and balanced on the investometer? Time to introduce you to the moderately cautious fund. For most funds, you can also view or download factsheets, including past performance. We offer a range of fund information and detailed analysis report for your clients. The investment objective of the Cautious Managed Fund is to achieve growth by investing in a managed portfolio of fixed interest securities and shares. Click here to track your investment by checking out our latest prices today. Learn about our Coutts Managed Investment Funds (CMaF) which is available to new investors through our Wealth Advice business. Choose from a range of funds to meet your goals Funds Halifax Cautious Managed Fund P Acc GB00BD499H36:GBP Actions Price (GBX) 129. OEIC Halifax Cautious Managed Fund Objective The investment objective of the Cautious Managed Fund is to achieve growth by investing in a managed portfolio of fixed interest securities and shares. 003 / 0. The fixed interest securities portion of the Fund will be actively managed* and at least 80% of this will consist of investment grade** sterling and euro denominated securities including Fund Prices The fund prices displayed are based on the closing values from the previous trading day. assuming all income generated by the investments remains within the fund Please bear in mind that past performance is not a guide to future returns. To invest in the HL Cautious Managed Fund, you'll need to have an account. Funds Scottish Widows Wealth Cautious Life Fund GB00B4JVNX51:GBP Actions Price (GBP) 1. To do this, the Fund invests primarily in the shares of publicly listed companies and fixed income instruments which may be located anywhere around the world. Quilter > Investments > Platform funds How to explore our platform investment range? 1. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. This is because the asset allocation of the Fund will change over time. 007 / -0. Need to find out more about a specific fund or range of funds? You can search for a fund by name or ISIN using the search box here. Login to run more in-depth reports (non SIPP policies) If you're registered for online services (non SIPP) you can also: Create and save your own basket of funds to track over time. 20 / 0. . Please note that as of 21 st May 2025, the Davy SRI Funds were renamed the Davy Social Focus Funds. Find out more about our complete fund range, the charges associated with them and any fund distribution information. 15% 1 Year change +10. From July, payments in relation to your investments should be made payable to Columbia Threadneedle Fund Management Ltd. 47% 1 Year change +4. Visit our funds centre to open a stocks and shares ISA or investment account. Stay informed to make smarter investment decisions. LV= Fund Centre We’ve partnered with FE Fundinfo so you now can: View essential fund data on our LV= Smoothed Managed Funds, LV= Core Pension Funds and LV= Platform investments. Total returns on £1,000 GBP 3M 6M 1Y 3Y 5Y Halifax Cautious Managed Fund GBP Allocation 40-60% Equity Morningstar category The latest fund information for Halifax Cautious Managed C, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Funds Data Ghost Fund objective The Fund aims to provide an increase in value over the long term (5 years or more). At least 60% of the Fund will invest in fixed interest securities. The Fund will invest, directly and indirectly, at least 50% in lower risk assets, such as UK and overseas bonds, and up to 50% in higher risk assets, such as UK and overseas shares, and You can find details of all the funds available to you at our Fund Centre. If you have an Aviva or ex-Friends Life pension, you may be able to switch funds online with MyAviva, you can give us a call on 0800 145 5744. At all times the investment in equities will be limited to a maximum of 60% of the value of the Fund’s portfolio and the Fund will normally have a strong bias towards UK companies and bonds. Investors in a Fund or Sub-Fund invest in shares of that Fund or Sub-Fund. View the latest Janus Henderson Cautious Managed (Class I Accumulation Fund price and comprehensive overview including objectives, charges and savings. Funds Barclays Multi-Asset Cautious Fund B Inc GBP GB00BD93Z616:GBX Actions Price (GBX) 108. Find all the information you need about your funds with Standard Life's fund tool, including prices, performance, charges and factsheets. Once you've chosen the funds you want to switch to, just let us know. The return will reflect income received with some potential for capital appreciation. 19% 1 Year change +1. Total returns on £1,000 GBP 3M 6M 1Y 3Y 5Y Coutts Managed Cautious Fund Fund GBP Allocation 20-40% Equity Morningstar category Fund Information Centre Find all the fund data you'll need for your clients' investments with Phoenix Wealth. The HL Multi-Index Cautious fund is the lowest risk of the range. This commentary reflects the general views of individual fund managers and should not be taken as a recommendation or advice as to how any specific market is likely to perform. Find the one that meets your preferred level of risk today. The latest fund information for Halifax Cautious Managed G, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The Fund is actively managed with reference to the 50% FTSE All Share + 50% ICE Bank of America Sterling Non Gilt Index, which is broadly representative of the securities in which it may invest, as this forms the basis of the Fund's performance target. News, analysis and opinion from the Financial Times on the latest in markets, economics and politics Coutts Managed Cautious Fund What Share Class (SC) do I hold? Key Investor Information Investment Funds Supplementary Information Document (PDF, 556 KB) Fund prices and performance Select your product to view the latest fund prices, performance data, and up-to-date investment information. Access in-depth mutual fund research, industry insights, reports, and analytical tools to support informed investment decisions. Total returns on £1,000 GBP 3M 6M 1Y 3Y 5Y Halifax Cautious Managed Fund GBP Allocation 40-60% Equity Morningstar category Where can I find fund factsheets? Find fund factsheets by visiting our fund prices and performance page and selecting the product that applies to you. 29% Our specialist funds and strategies help institutional investors of any asset size benefit from capital markets that are otherwise difficult to access or too expensive. Fund centre We’ve created this page so that you have easy access to information about unit-linked and with-profits funds The fund performance provided is: after all fund charges have been taken, but doesn't include any other product charges. Use our factsheets to understand your fund as a whole or get the most up-to-date and accurate price and risk rating information for you. There is no action for you to take regarding your direct debit as details of this change will be supplied to you and your bank View share price quotes, updates and the latest stock news for CG AJ Bell Cautious Fund (FUND:BYW8RV9). 20 Today's Change 0. 13 Today's Change 0. On a scale of one to ten, if investing entirely in global shares is a ten, this fund would receive a rating of four. 57% Angel One - One of India’s leading stock broker for online trading in Stocks, Mutual Funds, Commodities, IPOs, F&O and ETFs. Please see your product literature for more information on charges. We do not quote a benchmark or outperformance target for the Fund. These definitions are relevant to the Cautious Growth Fund, Balanced Growth Fund, Progressive Growth Fund and Adventurous Growth Fund from Scottish Widows, available to invest in through your Personal Investment Plan. Login to the Prudential ISA Online Service as an investor, adviser or support staff user to view/manage Prudential ISA plans. 30% 1 Year change -- More The Fund invests in shares (also known as equities) and bonds of governments, companies or any other type of issuer, in any country. Please read the offering document or prospectus carefully before you invest or send money. 88% At Scottish Widows, we update our fund prices each working day. The fund aims to produce growth over the medium to long term (5 to 10 years or more) using a cautious approach to investing while smoothing some of the ups and downs of short-term investment 3 days ago · The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested Dec 31, 2025 · Objective: The fund aims to produce growth over the medium to long term (5 to 10 years or more) using a cautious approach to investing while smoothing some of the ups and downs of short-term investment performance. The PruFund Cautious Fund is part of the Prudential With-Profits Fund, the largest With-Profits fund in the UK which has a very strong regulatory solvency ratio. Scottish Widows Growth Funds have exposure to different types of investments as described in the fund aims. Trade seamlessly with smart tools. We are working with third parties to update all collateral and references. 51 Today's Change -0. If you have a Direct Debit with us, from July the payee name on your bank account statement will show as Columbia Threadneedle Fund Management Ltd. View the latest HL Cautious Managed Accumulation Fund price and comprehensive overview including objectives, charges and savings. Fund Centre You can access our Fund Centre for useful fund information for our Wealth fund ranges, including prices, fund performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs). This ready-made bundle of investments is built for growth over the long term whilst protecting you from too many ups and downs along the way. 70 Today's Change 0. Funds MGTS Newsight Cautious Fund Accumulated GBP GB00BTZN2118:GBX Actions Price (GBP) 1. Find out more about the Cautious Managed Fund. RL360 regular savings plan fund centre gives you all information you need to help make informed decisions. Latest Coutts Managed Cautious Fund 1 Acc (GB00BGWKS610:GBP) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and more. At least 30% of the fund must be in fixed income investments (for example, corporate and Government bonds) and/or “cash” investments. Total returns on £1,000 GBP 3M 6M 1Y 3Y 5Y Orbis OEIC Global Cautious Fund Fund GBP Allocation 20-40% Equity Morningstar category The Fund Centre offers quick and easy access to information when you need it. Explore historical charts, financials and dividends. Build reports, analyse portfolios and compare prices. It invests in shares, property, fixed interest and other investments. Funds Data Ghost Objectives and investment policy To achieve growth by investing in a managed range of fixed interest securities and shares. Get a detailed summary of Coutts Managed Cautious Fund 1 Acc, including investment strategy, performance history, expert analysis, and key metrics. The fund performance provided is: after all fund charges have been taken, but doesn't include any other product charges. Find out the unit and share prices for LV= fund and investment options. The latest fund information for Halifax LIFE Cautious Managed, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The Investment Manager has a high degree of freedom to choose individual investments for the The US dollar Cautious fund aims to provide a low risk environment with some potential for medium to long-term growth and invests primarily in fixed-interest securities but generally carry a higher proportion of equities than the Defensive investment choices of the Managed range. Search and filter for suitable investment choices, with over 5000 funds available and access a range of fund documentation. The fund must have between 20% and 60% invested in company shares (equities). PruFund Cautious Fund The fund aims for steady and consistent growth through a cautious approach to investing. oozrd, us59e, 7sae, dt1mn, i4ybq, yfvv, dqcpa, 0pod, q7un, 42shxh,