Available share classes: GBP, EUR, USD
Arbion
Global Opportunities
Investment objective
To increase the value of your investment in excess of 7% a year, net of fees, over any 5 year period. There is no certainty the investment objective will be achieved. This is through a combination of capital growth (which is profit on investments held) and income (which is money paid out of investments such as dividends from shares and interest from bonds).
View full GB factsheet and additional documents
The risk indicator assumes you keep the product for 5 years. The actual risk can vary significantly if you cash in at an early stage and you may get back less than you invested.
Suitability
Investments are suitable for retail investors whose investment requirements are aligned with the objectives, policies and risk profile of the Fund.
Composition
| Asset allocation ranges (%) | |
|---|---|
| Bonds and Cash | 0 - 30% |
| Shares of Companies | 70 - 100% |
| Alternatives | 0 - 20% |
| Currency Allocation Ranges | |
|---|---|
| GBP | 50 - 100% |
| Other | 0 - 50% |
Typical Asset Allocation
Fund Performance Summary
As at 31st December 2024
The Fund launched in July 2021, but the strategy has been running since 2011
MTD
Performance
-0.18%
YTD
Performance
10.85%
5Y Rolling
Annualised
5.22%
Since
Inception
146.78%
IA GLOBAL*
Historical Performance
Source: Morningstar; Arbion Limited. Data as of 31.12.2024
Fund performance prior to July 2021 is based on the model performance of the underlying strategy. Past performance is not a reliable indicator of future performance.
* The benchmark for the fund changed on 1 October 2024. After this date, the performance of the benchmark is from the IA Global sector. Prior to 1 October 2024, the performance of the benchmark is from the IA Mixed Investment 40-85% Shares.
How can we help?
If you would like to know more about how Signia Invest can help with your investment or financial planning needs, contact our team today.
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To understand whether this fund is suitable to you, please seek further investment advice. A Key Investor Information Document and an English language prospectus for the Arbion Funds are available free of charge via the Arbion website www.arbion.com or at www.ifslfunds.com. Investors should consult these documents before purchasing shares in the fund. The information in this document is for general purposes only and should not be construed as any type of solicitation, offer, or recommendation of any investment, engage in any transaction or make use of the services of Arbion. The performance shown above (net of management fees) . Performance is simulated performance based on the funds actual holdings and weighting by the prospectus’s strategic asset allocation. Information in relation to past performance is not an indication of future performance. Any targeted returns set out in this document are provided as an indicator and are not intended to be viewed as a representation of likely performance returns. There can be no guarantee that targeted returns will be realised and there is no guarantee as to the quality of the investment or a representation as to the adequacy of the methodology for estimating returns. The information and opinions enclosed are subject to change without notice. No responsibility is accepted to any person for the consequences of any person placing reliance on the content of this document for any purpose. No action has been taken to permit the distribution of this document in any jurisdiction where any such action is required. Such distribution maybe restricted in certain jurisdictions and accordingly, this document does not constitute, and may not be used for the purposes of, an offer or solicitation to any person in any jurisdiction were such offer or solicitation is unlawful. IFSL are the ACD for the fund, Investment Fund Services Limited is authorised and regulated by the Financial Conduct Authority (ReferenceNo.464193) (www.fca.org.uk). It is registered in England and Wales (Company Registration No. 06110770). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. This document has been approved and issued by Arbion Limited, Authorised and regulated by the Financial Conduct Authority FCA Registration No 513138. Registered in England and Wales No 7044573. Registered office One Connaught Place, London, W2 2ET Signia Invest is a trading name of Arbion Limited. |
