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IFM - Cumbria Global Fund

CUMBRIA:LE
1,889.76
USD
As of 1/12/2018
Fund Type
Open-End Fund
52Wk Range
1,654.64 - 1,895.18
1 Yr Return
14.76%
YTD Return
1.98%
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52Wk Range
1,654.64 - 1,895.18
1 Yr Return
15.31%
YTD Return
1.98%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 01/12/2018)
1,889.76
Total Assets (m USD) (on 01/12/2018)
31.134
Inception Date
12/06/2002
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
0.69%

Top Fund Holdings

Name Position Value % of Fund
2.10 k 2.24 m 7.60
2.00 k 2.01 m 6.82
2.60 k 1.16 m 3.94
5.00 k 979.75 k 3.32
60.00 k 822.33 k 2.79
9.30 k 723.26 k 2.45
7.00 k 691.06 k 2.34
8.00 k 669.56 k 2.27
13.25 k 596.38 k 2.02
15.00 k 589.95 k 2.00
Profile
Cumbria Global Fund is an open-end investment fund incorporated in Liechtenstein. The Fund's objective is to generate an overall return in the medium to long-term. The Fund invests in equity securities, fixed- or variable- income debt securities, rights, and money market instruments.
Address
IFM Independent Fund Management AG
Austrasse 9
Postfach 1121
LI 9490 Vaduz
Liechtenstein
Phone
423 235 04 50 TEL
Website
www.ifm.li