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Issued by 1OAK Capital Limited, authorised and regulated by the Financial Conduct Authority.  1OAK Capital Ltd (1OAK) (Registered in England & Wales Number: 06890293; FCA registration number 501453) provides fund management services for its customers. 1OAK Capital Limited is authorised and regulated by the Financial Conduct Authority. Registered Office of 50 Sloane Avenue London SW3 3DD.

SUMMARY

Description

The 1OAK MA40 Strategy is a multi asset strategy that includes equities, bonds and other liquid alternative assets

Objective

The strategy aims to offer capital growth over the medium term with a lower level of risk

Target market

The strategy has been developed to be used within investment products that are held by clients with a lower or “cautious” attitude to risk who have a preference for less volatility and who want to reduce the risk to their capital and are prepared to accept lower levels of return

Expected volatility

5% to 9%

Risk Rating

  • 1
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Benchmark

40% Global Equity (MSCI All Countries World Index)

60% Global Bonds (Barclays Bloomberg Global Aggregate Index)

Base Currency

GBP

Investment Manager

1OAK Capital

  View the MA40 Fund