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MGTS Clarion Meridian Portfolio R GBP Acc

Ranked 117 out of 198 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Managed by

Matthew Jealous

Objective

To achieve long term capital growth with a medium risk profile by investing predominantly in Unit Trusts, OEICs, Exchange Traded Funds and other collective investment schemes across a range of management groups. The underlying funds invest largely in domestic and overseas equities, fixed interest stocks, property and cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/08/2014 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 1.1%
2016 11.3% -0.9% 0.4% 8.6% 3.0%
2015 3.9% 5.8% -2.4% -5.2% 6.1%
2014 4.9% 0.7% 0.4% 0.7% 3.1%
2013 15.8% 8.7% -1.0% 4.2% 3.2%
2012 13.2% 7.5% -4.2% 6.4% 3.2%
2011 -5.9% -0.6% -0.1% -9.5% 4.6%
2010 14.7% 5.8% -6.5% 8.2% 7.1%
2009 26.3% -2.9% 11.1% 14.6% 2.2%
2008 1.3% -7.3% -11.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Vanguard US Equity Index GBP Acc 9.25
Royal London US Tracker Z 9.16
Majedie UK Equity X Acc 6.73
SVM UK Growth B 6.58
Vanguard FTSE UK AllShareIdx UnitTr A GBP Acc 6.42
Rathbone Income Inst Acc 6.35
M&G Global Dividend I GBP Acc 6.06
Vanguard FTSE UK Equity Income Index A GBP Acc 5.86
Standard Life Inv UK Equity Inc Unconstr Inst Acc 5.58
Fidelity Inst South East Asia Acc 4.17
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/04/2008
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB00B2QKC562

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.00%
  • Initial investment0

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