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Close Discretionary Managed Income X Acc

Ranked 308 out of 390 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to provide income with capital growth by investing in third party managed collective investment schemes and exchange traded funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.8%
2017 6.4% 3.2% 1.3% -0.2% 1.9%
2016 9.1% 0.5% 1.1% 5.8% 1.5%
2015 4.9% 4.6% -1.7% -2.0% 4.1%
2014 6.8% 0.5% 3.0% 0.8% 2.3%
2013 10.7% 6.0% -1.1% 3.0% 2.5%
2012 11.1% 4.5% -0.2% 3.7% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2012
  • Share Class size106Mn
  • Base currencyGBP
  • ISIN GB00B80PQP76

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment0.45

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