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NatWest Adventurous Growth

Ranked 71 out of 216 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 : 30/06/2015 - 30/06/2016
  • Rank 71/216 Total Return
  • Rank 137/216 Standard Deviation
  • Rank 150/216 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.3% 3.6%
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 size173Mn
  • 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).