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NatWest Adventurous Growth

Ranked 42 out of 240 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ian Aylward

Gavin Counsell

Thomas Wells

Thomas joined Aviva from Cew Capital, where he was responsible for advising private clients and family offices on investments in commercial real estate. Prior to this, he started his career at Barclays Wealth as an investment analyst. He holds a First Class BA (Hons) in Economics from the University of Durham and an MSc in Economics from University College London. He is also a CFA charterholder.

Objective

Objective is to achieve a capital growth over the long term. The Fund is able to invest up to 100% in equity shares but can hold other types of assets such as bonds (fixed interest), property and cash deposits. For liquidity management purposes this Fund may also invest in other transferable securities, deposits and units or shares in collective investment schemes. Investments can be made in overseas assets and the mix will vary over time, but most investments will be in markets in the UK, North America, Europe and Asia.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/09/2016 - 30/09/2017
  • Rank 42/240 Total Return
  • Rank 190/240 Standard Deviation
  • Rank 199/240 Max Drawdown
Fund Name Currency Loss
198 Smartfund Growth Fund A GBP

-2.6%

199 NatWest Adventurous Growth GBP

-2.6%

200 Ilex Growth Acc GBP

-2.6%

201 Threadneedle Managed Equity Income A Inc GBP GBP

-2.6%

201 S&W Forest Acc GBP

-2.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% 2.0% 2.0%
2016 14.4% -0.3% 3.6% 7.4% 3.1%
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 size190Mn
  • 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).