Incapital Funds

Manager
n/a

1 asset classes.

How Incapital funds have returned on average.

Average 1Y return to September 2026 end, GBP net total return.

Source: FE fundinfo. Past performance is not a reliable guide to future returns.

No performance series available for this category
No composite is available for this category yet.

Funds
4
Fund size (GBP)
n/a
Asset classes
1
Average ongoing charge
n/a

Incapital funds are covered on Funds Benchmark. The range is concentrated in Alternatives. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.

Next: Screen Incapital funds in Find Funds or browse all Incapital funds.

Asset class mix

What Incapital funds are made of.
100.0%
Alternatives
  • Alternatives100.0%
Alternatives is the largest at 100.0%. Share by number of funds.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Alternatives 4 funds · 100.0% of assets n/areturn not available

Largest Incapital funds

The manager's biggest funds, to open or compare.

Top Incapital funds by assets under management, one share class per fund.

Incapital holdings

Positions that appear most often among the ten largest holdings of these funds.

No position is among the ten largest holdings of three or more of these funds.

Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.

Incapital funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Incapital Protected Income Plan IV Rolled Up Income GBPXS0378868078 n/a n/a
Incapital Asset Allocation Accelerated Growth Plan IV EURXS0388450479 n/a n/a
Incapital Absolute Return PlanXS0456317881 n/a n/a
See all fundsA free account shows the full list.
Incapital Capital Accumulator Auto Call Plan Dual Index RIP Series IIXS0457732484

Categories

Number of Incapital funds in each FE sector.
Global2
United Kingdom2

Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.

All Incapital funds (4)

Alternatives (4)

Compare Incapital funds side by side

See every Incapital fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Incapital funds

About Incapital

Where can I find Incapital fund prices and factsheets?

Every Incapital fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.

Which Incapital funds does Funds Benchmark cover?

Funds Benchmark covers the Incapital funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.

What asset classes does Incapital cover?

Incapital's largest group on Funds Benchmark is Alternatives. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.

How are Incapital funds rated against peers?

Open any Incapital fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.

What's the average fee on Incapital funds?

OCF data isn't currently available across the full Incapital range. Check each fund's page for its OCF.

Where can I see Incapital's top-performing funds?

The table on this page shows up to 30 Incapital funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Incapital funds and compare them with funds from other managers by performance, fees and asset class.