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Lancaster

Ranked 118 out of 200 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Objective

The objective is to provide income combined with capital growth over the medium to long term. The trust invests in a broadly based portfolio of international securities and collective investment schemes. The Trust may also invest in money market instruments and deposits. From time to time and in particular during periods of uncertain or volatile markets, the Investment Adviser may choose to hold a substantial proportion of the property of the trust in money market instruments and/or deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/10/2014 - 31/10/2017
  • Rank 118/200 Total Return
  • Rank 120/200 Standard Deviation
  • Rank 120/200 Max Drawdown
Fund Name Currency Return
116 Family Balanced International B GBP

29.4%

116 7IM Adventurous A Acc GBP

29.4%

118 Lancaster GBP

29.3%

119 Marlborough Extra Income GBP

29.2%

120 Standard Life Myfolio Managed Inc V Rtl Acc GBP

29.2%

Fund Name Currency Loss
118 Oenoke Inc GBP

-9.7%

119 Lazard Managed Balanced Retail Inc GBP

-9.8%

120 Lancaster GBP

-9.8%

121 St James's Place Managed Growth L Acc GBP

-9.8%

121 CF Seneca Diversified Growth A Acc GBP

-9.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 1.0% 0.0%
2016 13.4% -0.9% 1.8% 8.7% 3.5%
2015 3.7% 5.8% -1.5% -6.2% 6.1%
2014 1.8% -0.2% 0.8% -1.2% 2.5%
2013 14.8% 10.0% -3.3% 4.5% 3.3%
2012 6.6% 7.1% -5.7% 6.3% -0.7%
2011 -12.6% 1.3% -5.3% -12.3% 3.9%
2010 25.3% 7.9% -6.4% 8.5% 14.3%
2009 28.1% -5.5% 0.0% 0.5% 34.9%
2008 -30.7% -6.7% 1.4% -18.0% -10.7%
2007 4.9% 0.9% 1.5% 1.0% 1.6%
2006 8.5% 8.2% -4.8% 0.6% 4.8%
2005 23.1% 3.4% 2.9% 9.6% 5.6%
2004 9.8% 0.7% 2.5% 1.7% 4.6%
2003 18.4% -4.2% 11.9% 4.1% 6.1%
2002 -25.6% -0.8% -11.4% -17.6% 2.6%
2001 -15.5% -11.5% 0.3% -14.5% 11.3%
2000 -10.4% 0.5% -2.9% -1.1% -7.1%
1999 41.2% 6.3% 3.9% -2.5% 31.2%
1998 11.6% 11.0% 1.9% -14.8% 15.7%
1997 13.1% 5.0% 3.7% 7.4% -3.3%
1996 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/1996
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB0008616830

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment8

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