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PFS TwentyFour Monument Bond A Acc

Ranked 92 out of 115 in - Global over 12 months
All calculations are in GBP

Objective

The Fund aims to provide an attractive level of income relative to prevailing interest rates whilst maintaining a strong focus on capital preservation. The fund will invest in a diversified portfolio of UK, European and Australian residential mortgage-backed securities (RMBS).

Performance

Global over : 31/03/2014 - 31/03/2015
  • Rank 92/115 Total Return
  • Rank 11/115 Standard Deviation
  • Rank 13/115 Max Drawdown
Fund Name Return
90 New Capital Global Value Credit GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

3.1%

91 F&C Macro Global Bond £ A GBP Inc

3.1%

92 PFS TwentyFour Monument Bond A Acc

2.7%

93 Vanguard Global Short-Term Bond GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

2.6%

94 Legg Mason Brandywine Gl Inc Opt A D M Hdg + e GBP

Currency exposure is hedged

Currency exposure is hedged

2.4%

Fund Name Risk
9 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged

0.4

9 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

0.4

11 PFS TwentyFour Monument Bond A Acc

0.4

12 FP SCDavies Global Fixed Income GBP Acc

0.4

13 Goldman Sachs Glo Fix Inc Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged

0.4

13 City Financial Defensive Global Bond C Inc

0.4

Fund Name Loss
11 Jupiter JGF Dynamic Bond L GBP Q Inc HSC

-0.3%

12 LM Brandywine Glb Opp Fixed Inc Fd P Dis (M) (AH)£

Currency exposure is hedged

Currency exposure is hedged

-0.3%

13 Aviva Investors Global Aggregate MoM 1

-0.3%

13 PFS TwentyFour Monument Bond A Acc

-0.3%

13 European Wealth Sterling Bond A Acc GBP

-0.3%

13 PIMCO GIS Global Bond Inst GBP Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

-0.3%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 0.2%
2014 4.7% 2.1% 2.1% 0.6% -0.2%
2013 5.0% 1.3% -0.1% 1.2% 2.5%
2012 15.4% 4.5% 0.1% 7.1% 3.0%
2011 -5.8% 0.5% 0.3% -4.8% -1.9%
2010 3.7% 2.5% -0.7% 1.5% 0.4%
2009 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/08/2009
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B3VH8W86

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment1,000

Charges

  • Annual management1.1%
  • Initial investment5

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