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SVS Brown Shipley Growth A Acc

Ranked 66 out of 142 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Nicholas

Simon Nicholas is a fund manager at Brown Shipley. He joined the company in 2010 as a senior fund manager to manage two Brown Shipley multi manager funds and to lead research into open-ended collectives. Nicholas was previously managing director, private clients for Mercater Capital Management where he was responsible for the management of private clients, portfolio performance and investment strategy, specialising in collective investment schemes. He has a wealth of investment management experience. He has worked for Aberdeen Asset Management and spent 13 years with Cazenove Fund Management.

Objective

A multi asset portfolio seeking investment returns, via a focus on capital growth assets. It is expected that the Fund will have exposure to UK and international equities with a lesser exposure to fixed interest investments, alternatives and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible GBP over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 10.3% 3.3% 2.0% 0.6% 4.1%
2016 10.2% -2.4% 1.6% 8.7% 2.2%
2015 4.4% 6.0% -1.3% -5.2% 5.2%
2014 3.9% 0.5% 0.6% 0.9% 1.9%
2013 19.1% 9.7% -1.4% 5.2% 4.7%
2012 10.2% 8.1% -5.4% 4.7% 2.9%
2011 -10.0% -0.7% -0.8% -11.6% 3.5%
2010 13.8% 5.7% -7.3% 7.3% 8.3%
2009 25.2% -5.0% 8.2% 17.4% 3.7%
2008 -24.0% -7.7% 0.2% -10.6% -8.2%
2007 1.4% 2.4% 2.3% -2.1% -1.1%
2006 12.2% 6.7% -5.2% 3.8% 6.7%
2005 19.3% 2.5% 3.0% 7.2% 5.3%
2004 9.0% 3.6% 0.0% 0.3% 4.9%
2003 7.8% 5.5% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/01/2003
  • Share Class size48Mn
  • Base currencyGBX
  • ISIN GB0032503418

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment250

Charges

  • Annual management1.25%
  • Initial investment3.5

Related News

Brown Shipley to overhaul fund range

Brown Shipley is planning to revamp its suite of funds later this year in a process that will include the launch of two new products.

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