SAMA Funds
Description:
The Setanta Active Multi-Asset Fund Range is made up of three actively managed portfolios that hold a combination of equities, bonds, property, cash and alternatives. Each of the three Funds has a different risk and return profile based on its differing exposures across asset classes. They all invest in underlying securities and a range of other funds, which means that they offer a high level of diversification.
Investment Objective:
Each fund aims to grow your investment over the medium to long term by varying the exposure to growth assets.
Key Information & Disclosures(s)
The Setanta Active Multi-Asset Fund Range (“the Funds“) are managed by Setanta Asset Management Limited (“Setanta“), available by way of a unit-linked offering of Irish Life Assurance. To invest in these funds/strategies investors should refer to the relevant policy conditions available through Irish Life. The performance shown is the performance of the Setanta Active Multi-Asset Fund range [P-SMA3, P-SMA4 & P-SMA5]. Current and prospective clients should not assume identical performance results to those shown would have been achieved for their account if it was invested in the strategy during the period. Clients may receive different performance than the representative accounts. Client performance may differ due to factors such as timing of investment(s), timing of withdrawal(s), client-mandated investment restrictions and the portfolio not being fully replicated for new accounts or new flows. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The Funds are categorised as Article 8 under the Sustainable Finance Disclosure Regulation. For Article 8 Pre-Contractual summary information please visit https://setanta-asset.com/sustainable-solutions/. The investments underlying this financial product do not take into account the EU criteria for environmentally sustainable economic activities.
WARNING: Past performance is not a reliable indicator of future results. The price of units and the income from them may go down as well as up and investors may not get back the amount invested. The return may increase or decrease as a result of currency fluctuations. Forecasts are not a reliable indicator of future performance. [/expand]