
This fund aims to generate substantial current income while also growing investors' capital over time. To achieve these objectives, it strategically diversifies its investments across various asset classes. Under normal market conditions, Wellington Management Company LLP, which serves as the fund's sub-adviser, typically allocates a majority of the fund's net assets, specifically between 50% and 70%, to fixed income and cash instruments. The remaining portion, ranging from 30% to 50%, is invested in equity securities.
Is IHAYX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
No recent news available.