Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

NatWest Adventurous Growth

Ranked 118 out of 219 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

To achieve capital growth over the long term. The Fund has diversified investment predominantly within equities. Investment will be through other collective investment schemes. The Fund is able to invest up to 100% in equities. Allocations to specific global equity markets will vary over time. Investment may also be made in derivatives for hedging purposes.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2015 - 31/03/2016
  • Rank 118/219 Total Return
  • Rank 129/219 Standard Deviation
  • Rank 144/219 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.3%
2015 3.2% 6.4% -3.2% -6.0% 6.5%
2014 6.3% -0.2% 0.9% 1.0% 4.5%
2013 16.3% 9.9% -2.0% 3.0% 4.9%
2012 12.5% 7.2% -2.6% 4.8% 2.8%
2011 -6.9% -0.3% 1.4% -12.7% 5.4%
2010 11.9% 5.6% -9.9% 9.9% 7.0%
2009 27.8% -6.2% 10.0% 20.0% 3.2%
2008 -10.0% -6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/06/2008
  • Share Class size171Mn
  • Base currencyGBP
  • ISIN GB00B59H4710

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.20%
  • Initial investment5

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