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HSBC Ash

Ranked 140 out of 209 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Managed by

Wayne Nutland

Objective

To provide principally capital growth, but also income from investment in a diversified range of UK and international securities. To outperform the FTSE WMA Stock Market Balanced TR index through tactical asset allocation and active stock and fund selection. Clear, but not extreme tactical asset allocation positions are taken around the APCIMS benchmark positions and aim to capitalise on areas which the Fund Manager believes present near-term opportunities. UK equity stock selection is based on quantitative and qualitative factors, with fundamental research being the most important element. Fund selection aims to select high-quality active Fund Managers, although some passive exposure can be used.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2015 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.2%
2017 7.3% 3.5% 2.7% -2.3% 3.3%
2016 13.5% 1.0% 0.9% 9.1% 2.1%
2015 1.5% 4.9% -0.7% -5.8% 3.4%
2014 6.6% 0.0% 1.5% 2.0% 2.9%
2013 17.9% 10.6% -1.0% 5.5% 2.1%
2012 13.3% 8.0% -4.8% 8.0% 2.1%
2011 -4.6% -1.6% 2.5% -7.2% 1.9%
2010 14.3% 6.4% -7.9% 8.5% 7.6%
2009 20.0% -5.8% 7.6% 14.9% 3.0%
2008 -18.9% -4.8% 2.7% -9.3% -8.6%
2007 5.3% 2.0% 5.1% 0.2% -2.0%
2006 8.7% 5.8% -6.7% 5.0% 4.8%
2005 18.9% 3.4% 3.9% 7.2% 3.1%
2004 6.2% 0.4% 0.3% 1.6% 3.9%
2003 12.5% -2.5% 6.7% 7.5% 0.7%
2002 -11.1% -9.2% -0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/2002
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00B39W4948

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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