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Consistent Unit Trust

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

Managed by

Jaymeen Patel

Jaymeen Patel is a portfolio manager on the European equity desk at Morgan Stanley, having joined the company in 1998. Prior to this he held positions at Fidelity Investments, State Street Bank and Trust Company and Salomon Brothers Asset Management. He holds a double honours BEng and BComm with languages from the University of Birmingham, as well as an MBA from the University of Warwick.

Nick Pritchard, Jay

Objective

The Fund is designed to provide consistent long term capital and income growth. The investment policy for achieving the objective is for the Manager to invest primarily in equity securities, and will not be restricted to economic securities or geographical areas.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2017 - 31/03/2018
  • Rank 388/388 Total Return
  • Rank 385/388 Standard Deviation
  • Rank 388/388 Max Drawdown
Fund Name Currency Risk
383 Fidelity Allocator World Y Acc GBP

8.2

384 Fidelity Open World A Acc GBP

8.6

385 Consistent Unit Trust Inc GBP

8.6

386 The Beagle Fund Inc GBP

9.2

387 The OHP Inc GBP

9.7

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.9%
2017 2.5% 2.0% 0.4% -2.7% 2.8%
2016 10.9% 0.4% 3.0% 6.8% 0.4%
2015 -0.6% 4.9% -1.9% -3.5% 0.1%
2014 6.6% 1.7% 4.7% -2.1% 2.3%
2013 11.7% 5.4% -0.2% 4.5% 1.5%
2012 13.0% 3.2% 1.9% 5.2% 2.2%
2011 3.7% 2.2% 1.7% -3.9% 3.9%
2010 9.4% 3.0% -6.1% 8.1% 4.6%
2009 11.8% -9.5% 8.7% 12.7% 0.8%
2008 -20.5% -3.7% -8.5% -0.7% -9.2%
2007 -7.6% 3.0% -0.2% -3.8% -6.6%
2006 22.6% 8.9% -2.3% 7.2% 7.6%
2005 19.7% 3.6% 2.9% 4.9% 7.1%
2004 14.6% 4.1% 1.7% 2.0% 6.2%
2003 17.2% -1.0% 10.0% 5.7% 1.8%
2002 -8.8% 5.6% -4.7% -8.6% -0.8%
2001 -5.4% -5.3% 5.2% -10.8% 6.5%
2000 3.8% -1.3% 1.6% 2.8% 0.7%
1999 7.5% 1.2% 6.3% -4.7% 4.8%
1998 11.9% 16.0% -1.8% -6.9% 5.5%
1997 20.6% 4.7% 1.7% 8.4% 4.5%
1996 13.9% 6.6% 2.6% 3.2% 0.9%
1995 15.8% 0.1% 5.7% 6.0% 3.3%
1994 -5.1% -3.2% -6.0% 3.0% 1.3%
1993 22.1% 5.6% 1.3% 6.1% 7.6%
1992 19.4% 4.5% 4.1% -2.5% 12.4%
1991 7.3% 9.9% -1.9% 8.3% -8.2%
1990 1.9% -3.8% 6.3% -5.8% 5.8%
1989 14.2% 7.8% 4.0% 2.3% -0.4%
1988 -3.6% -0.5% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/01/1988
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB0002164092

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment1

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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).