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SVS Brown Shipley Income A Acc

Ranked 249 out of 390 in - Balanced 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 income producing 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

Balanced GBP over : 31/05/2017 - 31/05/2018
  • Rank 249/390 Total Return
  • Rank 282/390 Standard Deviation
  • Rank 255/390 Max Drawdown
Fund Name Currency Return
247 Pacific MultiAsset AccumulatorCore GBP D1 GBP

1.8%

247 Barclays MultiManager Portfolio 2 AD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8%

249 SVS Brown Shipley Income A Acc GBP

1.8%

249 IFSL Brooks Macdonald Cautious Growth B Inc GBP

1.8%

251 IFSL Tilney Bestinvest Inc & Gro Pfolio Ret Acc GBP

1.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2%
2017 5.7% 2.6% 0.5% -0.3% 2.8%
2016 8.2% -1.1% 2.4% 6.4% 0.4%
2015 2.0% 4.9% -1.8% -3.4% 2.5%
2014 4.2% 0.7% 1.8% 0.2% 1.5%
2013 11.2% 5.7% -1.1% 3.5% 2.7%
2012 13.8% 6.8% -2.4% 5.5% 3.4%
2011 -5.1% 0.9% 0.1% -8.7% 3.0%
2010 10.9% 4.3% -5.0% 7.8% 3.9%
2009 19.3% -5.1% 6.6% 14.3% 3.2%
2008 -23.6% -7.3% 0.4% -9.7% -9.1%
2007 0.7% 2.0% 1.6% -2.0% -0.9%
2006 11.1% 5.7% -4.3% 3.7% 5.9%
2005 17.2% 2.1% 3.0% 6.2% 4.8%
2004 9.8% 2.2% 1.1% 1.3% 4.9%
2003 6.8% 3.8% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/01/2003
  • Share Class size54Mn
  • Base currencyGBX
  • ISIN GB0032503749

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25

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).