Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Oenoke Inc

Ranked 36 out of 209 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide capital growth and to generate income principally through investment in a diversified portfolio of global equities and bonds. There will be no emphasis placed on particular economic of industrial sectors with the object of spreading risk both geographically and by industrial sector. The portfolio may also invest in collective investment schemes and money market instruments, and may hold significant levels of cash at times. The Fund may employ certain financial derivative instruments, but solely for the purpose of hedging with the aim of reducing the risk profile of a fund.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2015 - 31/05/2018
  • Rank 36/209 Total Return
  • Rank 162/209 Standard Deviation
  • Rank 112/209 Max Drawdown
Fund Name Currency Return
34 Neptune Balanced A Inc GBP

27.8%

35 S&W Marathon GBP

27.5%

36 Oenoke Inc GBP

27.2%

37 BlackRock Consensus 85 I Acc GBP

26.6%

38 Vanguard LifeStrategy 60% Equity Acc GBP

26.6%

Fund Name Currency Loss
110 Zurich Horizon Multi-Asset V Z Inc GBP

-9.3%

110 PUTM Growth Acc GBP

-9.3%

112 Oenoke Inc GBP

-9.3%

113 RBS Balanced Inc GBP

-9.3%

114 Sarasin IE GlobalSar - Dynamic GBP A Acc GBP

-9.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.0%
2017 9.5% 3.8% -0.5% 1.4% 4.5%
2016 19.1% 1.6% 4.1% 7.3% 5.0%
2015 2.5% 6.4% -4.9% -5.1% 6.7%
2014 10.2% 0.2% 2.5% 2.8% 4.5%
2013 11.3% 8.1% -0.7% 0.2% 3.6%
2012 8.2% 6.3% -3.2% 4.3% 0.7%
2011 -3.9% -0.1% -1.0% -8.1% 5.7%
2010 12.2% 8.8% -0.6% -2.1% 6.0%
2009 17.6% -2.8% 1.8% 15.2% 3.0%
2008 -15.7% -7.1% -2.7% -1.8% -5.1%
2007 8.9% 2.2% 2.7% 1.9% 1.8%
2006 7.1% 5.0% -5.8% 3.3% 4.8%
2005 16.8% 2.9% 3.7% 5.9% 3.3%
2004 3.7% 0.1% -0.2% 1.2% 2.6%
2003 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/07/2003
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB0033227231

Purchase Info

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

Charges

  • Annual management1.02%
  • Initial investment1.02

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