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FP SCDavies Global Equity GBP Acc

Ranked 470 out of 700 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve capital growth over the medium to long term. The Fund will invest at least 80% of its portfolio in a combination of global equities and units in collective investment schemes which themselves hold direct equity or equity related instruments. The Fund may also invest, at the ACD's discretion, in other transferable securities (including structured products), money market instruments, cash and near cash and deposits to meet the investment objective. Use may also be made of stock lending and borrowing. Foreign currency exposure may be hedged back to the base currency.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1%
2017 12.8% 6.2% 1.5% -0.9% 5.5%
2016 24.9% 3.1% 2.2% 12.7% 5.1%
2015 3.2% 6.4% -3.4% -7.7% 8.7%
2014 10.1% 0.6% 1.5% 1.6% 6.0%
2013 20.0% 13.7% 0.1% 2.9% 2.6%
2012 13.7% 8.8% -5.4% 7.0% 3.2%
2011 -9.2% -0.8% -0.7% -11.4% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/11/2010
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN GB00B6757199

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.80%
  • Initial investment0.8

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