- What is the iMGP US Core Plus Fund?
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The iMGP US Core Plus Fund is a actively managed fund in the US Corporate Bonds asset class, managed by iM Global Partner / Dolan McEniry. US corporate bonds. Active strategy with concentrated portfolio of average investment grade rating.
- What is the iMGP US Core Plus Fund's FairHorizon classification?
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Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation
- What is the total expense ratio (TER) of the iMGP US Core Plus Fund?
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The iMGP US Core Plus Fund has a total expense ratio of 0.75% per annum. The maximum recommended portfolio share is 100%.
- What is the ISIN of the iMGP US Core Plus Fund?
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The ISIN of the iMGP US Core Plus Fund share class tracked by Das Family Office is LU0970691233.
- What are the historical returns of the iMGP US Core Plus Fund?
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As of the most recent month-end, the iMGP US Core Plus Fund has delivered 3-year annualised total return of 5.47%, 5-year annualised total return of 2.02%, 10-year annualised total return of 2.71%. Past performance is not indicative of future results.
- Is the iMGP US Core Plus Fund accumulating or distributing?
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The tracked share class (IM Acc USD) is Accumulating — income is automatically reinvested into the fund.
- What is the SFDR sustainability classification of the iMGP US Core Plus Fund?
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The iMGP US Core Plus Fund is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
- When was the iMGP US Core Plus Fund launched?
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The iMGP US Core Plus Fund was incepted on 2013-12-05.
