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IFSL Acumen Defensive Ptfl A Ret Acc

Ranked 8 out of 22 in - Fund of Funds over 12 months
All calculations are in GBP

Managed by

Christopher Peel

Objective

The objective of the Fund is to deliver positive absolute returns over rolling 12 month periods which are uncorrelated to equity or bond markets throughout all market conditions by investing in regulated UCITS-compliant absolute return funds, cash and near cash and deposits.

Performance

Fund of Funds over : 31/08/2013 - 31/08/2014
  • Rank 8/22 Total Return
  • Rank 11/22 Standard Deviation
  • Rank 10/22 Max Drawdown
Fund Name Return
6 CS (Lux) Prima Multi-Strategy Fund FBH GBP

Currency exposure is hedged

Currency exposure is hedged

4.3%

7 Goodhart Partners Horizon Target Ret A GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

4.2%

8 IFSL Acumen Defensive Ptfl A Ret Acc

3.7%

9 FP CAF Alternative Strategies A Acc

3.7%

10 Goldman Sachs Dynamic Alt Strat Pf OCS GBP-H

Currency exposure is hedged

Currency exposure is hedged

3.6%

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 0.8% -0.2% 1.2% -0.3%
2013 5.0% 3.3% -1.5% 1.0% 2.1%
2012 1.8% 1.5% -2.2% 2.5% 0.1%
2011 -4.1% -1.4% -0.6% -0.9% -1.3%
2010 1.7% 0.6% -1.2% 1.5% 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
AC - Risk Parity 12 Fund GBP A 16.21
Aspect Diversified Trends E GBP 15.63
CF Odey UK Absolute Return GBP I Acc 13.82
Melchior Selected Trust European Absolute Ret I7 11.01
CF Ruffer Total Return O Acc 10.69
Insight - Absolute Insight EM Mkt Debt B1p GBP 10.32
Old Mutual Global Equity Abs Return GBP A Acc Hdgd 7.59
Insight - Absolute Insight Credit B1p2 Sterling 7.55
Inv Glo Abs Ret Strategies Inst Acc 5.72
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/01/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3XL3122

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

Related News

DFM to close ‘stellar’ in-house fund over conflicts of interest

Tavistock, the new owner of Sterling McCall Wealth Management, is to shut an internal fund of funds so that its discretionary fund managers do not allocate to their own products.

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