Cadiz Managed Flexible Fund - Unit Trust (previously Cadiz Balanced Fund)
The Cadiz Managed Flexible Fund aims to provide investors with a balance between capital growth and income over the medium to long term. The Fund offers a medium-risk diversified exposure to equities and fixed interest instruments, managed in line with Regulation 28 of the Pension Funds Act. The Fund places an emphasis on active stock selection, as well as sector and asset allocation. At this stage, the Fund has no international exposure.
Key Facts| Status | Open |
| Term | Daily liquidity |
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Disclaimer:
Hedge Funds are speculative in nature and are not suitable for all investors. A user must make its own study and evaluation of each strategy/security that it may consider purchasing, holding or selling and should appoint its own investment or financial or other advisers to assist the user in reaching any decision. All performance information and investment opportunities contained herein are based on historic information and offered for information purposes only. It is not indicative of future performance nor constitutes an offer to sell any financial product. You must note that the value of the investment is dependent on share price fluctuations, interest and exchange rates and other economic factors. Performance is further affected by uncertainties such as changes in government policy, taxation and other legal or regulatory developments. Cadiz Wealth gives no guarantees as to the accuracy or completeness and the information and views contained herein are subject to change without notice.
