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LF Seneca Diversified Income A Inc

Ranked 173 out of 388 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide a high level of growing income by investing in a balanced and well diversified portfolio of UK and International equities, fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes, money markets and cash deposits to provide further diversification to the Sub-fund in accordance with applicable regulations.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 10.5% 4.1% 2.7% 2.0% 1.3%
2016 9.6% 0.5% -2.2% 8.4% 2.8%
2015 5.6% 4.6% 0.5% -2.7% 3.4%
2014 2.7% -0.2% 2.2% -0.2% 0.9%
2013 11.7% 6.6% -0.7% 3.6% 1.8%
2012 11.7% 5.7% -2.1% 3.7% 4.1%
2011 -5.5% 0.4% 2.5% -8.2% 0.0%
2010 9.3% 3.6% -4.9% 6.4% 4.2%
2009 17.6% -10.1% 12.2% 11.9% 4.2%
2008 -29.1% -6.9% -4.5% -8.4% -13.0%
2007 0.1% 3.1% 1.0% -2.2% -1.7%
2006 13.4% 5.9% -2.0% 4.4% 4.7%
2005 17.3% 4.6% 3.0% 5.2% 3.6%
2004 15.8% 3.1% 1.5% 4.6% 5.8%
2003 22.1% -5.3% 13.7% 6.7% 6.3%
2002 -10.5% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/04/2002
  • Share Class size114Mn
  • Base currencyGBX
  • ISIN GB0031467961

Purchase Info

  • Min. initial investment300,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.40%
  • Initial investment1.4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).