DCS MULTI ASSET SUSTAINABLE - BALANCED
Performance Since Launch
Performance & Allocation
DCS Multi Asset Sustainable - Balanced
1. 13.12% Cash
2. 6.30% iShares Sustainable MSCI USA SRI
3. 5.15% Lyxor ESG Corporate Bond
Fund Performance and Prices as at: 02/06/2023
|iShares Sustainable MSCI USA SRI||6.30%|
|Lyxor ESG Corporate Bond||5.15%|
|iShares MSCI UK ESG Leaders ETF||4.89%|
|Pacific G10 Macro Rates||4.75%|
|Lyxor USD Curve Steepner 2-10 ETF||4.68%|
|iShares MSCI EM SRI||4.41%|
|Schroder Global Sustainable Value Fund||4.19%|
|Amundi MSCI World SRI||3.97%|
|Janus Henderson UK Responsible Income||3.91%|
|US Treasury Inflation Protected||3.84%|
|iShares MSCI Europe SRI UCITS ETF||3.34%|
|Rathbone Ethical Bond Fund||3.16%|
|Pacific Longevity and Social Change Fund||3.02%|
|UK Inflation Linked Gilt||2.99%|
Top Fixed Income Sectors
Top Equity Sectors
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Investors should carefully consider information contained in the offering memorandum, including investment objectives, risks, charges, and expenses. You can find the offering memorandum in our website’s footer. Please read the offering memorandum carefully before investing.
Fund historical performance does not promise the same results in the future. Principal value, share prices, and investment returns fluctuate with changes in market conditions. Your investment may be worth more or less than your original cost when you redeem your shares, and returns are not guaranteed.
This information does not constitute and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Dominion recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.
The material provided is for informational purposes only. None of the information constitutes a recommendation or a solicitation of an offer to buy or sell any securities or other products and/or services.
Dominion Capital Strategies Limited is incorporated in Guernsey under Company Registration No. 63978 and is regulated & licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 2020. Dominion Fund Management Limited is licenced and regulated by the Guernsey Financial Services Commission. Dominion Global Opportunities Fund PCC Limited is authorised by the Guernsey Financial Services Commission. Dominion Global Trends SICAV Plc is regulated by the Malta Financial Services Authority. Dominion Asset Management Limited is authorised and Regulated by the Financial Conduct Authority in the UK. Dominion Capital Strategies Funds PCC Limited is authorised by the Guernsey Financial Services Commission.
The DCS Multi Asset Sustainable - Balanced Fund invests solely in the Pacific Multi-Asset Sustainable - Balanced Fund (ISIN IE00BNDTNK54), an Irish UCITS managed by Pacific Asset Management (PAM). Pacific Asset Management is a trading name of Pacific Capital Partners Limited, authorised and regulated by the Financial Conduct Authority in the UK. The allocation shown is for the underlying fund managed by PAM. The price & allocation of the DCS fund may differ to that of the underlying fund due to differences in fund charges and a small amount being held as a cash balance. The price of the DCS fund will, however, move mainly in line with the underlying fund. Please note that fees charged on investments in the feeder fund may also affect their return.
How to invest with us
Our funds are available through any Dominion product. Also available through independent investment platforms. Contact your financial advisor to open an account at Dominion.
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