WS Keyridge Portfolio V Fund

Fund Managers

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    Craig Rippe

    Head of Multi Asset

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    Jordan Sriharan

    Senior Fund Manager, Multi Asset

About the Fund

The Fund aims to achieve long term capital growth (over at least five years) while seeking to remain within a defined risk band.

Essential features of the Fund

  • The Fund invests in funds that give exposure to asset classes across the globe, including equities, government and corporate bonds, other transferable securities, alternatives and cash.

  • At least 70% of the Fund is invested in other funds. These are typically funds managed by Keyridge but it may also invest in funds managed by external managers.

  • The Fund’s exposure to equities is expected to be up to 75% of the value of the Fund.

How the Fund is managed

  • The fund manager has discretion to invest in the investments described above whilst aiming to stay consistent with the Fund’s volatility band.

  • The WS Keyridge Portfolio V Fund is risk target managed to Dynamic Planner’s strategic allocation for risk profile 5.

  • The Fund is reviewed at least quarterly to assess asset allocation, volatility and fund size to ensure it continues to meet its stated risk profile.

  • The Fund is assessed daily to measure exposure and enable the portfolio to be rebalanced where necessary.

For further details on the objective and investment policy, visit the Literature section to view fund KIIDs and Prospectus.

Ratings

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Reasons to recommend

  • Client suitability

    The Fund may not be appropriate for investors who plan to withdraw their money within five years of making their investment. It may be appropriate for investors who are seeking capital growth and can tolerate a moderate to elevated degree of risk, in accordance with their risk profile.

  • In house management expertise

    By investing mainly in our own cost effective range of actively managed funds, we are able to draw on the expertise of our in house fund management teams and their long term track records in fixed income, equities and property. The fund manager also has the ability to choose other external investment managers if an internal fund is not available or suitable.

  • Proven track record

    Keyridge has many years of proven capability in risk targeted solution management, having launched such funds in 2012 and proven index linked ranges in 2007.

The value of investments may fall as well as rise and investors may not get back the amount invested.

The fund may invest in property funds that may be illiquid and subject to wide price spreads, both of which can impact the value of the fund. The value of the property is based on the opinion of a valuer and is therefore subjective.

This page is for information only. It does not constitute a direct offer to anyone, or a solicitation to anyone, to subscribe for shares or buy units in fund(s). Subscription for shares and buying units in the fund must only be made on the basis of the latest Prospectus and the Key Investor Information Document (KIID) available in the Literature section.