OneFamily Global Select 65% Shares (B)
Where is the fund invested?
The objective of the OneFamily Global Select 65% Shares fund is to achieve medium to long-term growth by investing in a combination of higher risk and lower risk investments. To achieve its objective the fund invests in one or more collective investment schemes, prioritising investments with ethical / sustainable selection criteria where possible.
The fund will aim to invest a maximum of 65% indirectly in riskier assets like global equities, with the remainder investing indirectly in lower risk assets, for example corporate bonds, gilts, money market funds and cash.
What are the risks?
The value is not guaranteed and can go down as well as up, meaning you may get back less than is paid in. This fund invests mainly in shares and is likely to experience fluctuations in price which are larger than funds that invest only in Bonds and or cash. Past performance is not a guide to future performance.
Annual management charge
1.5%
Launch date
September 2025
Last updated
April 2026
Fund manager
OneFamily