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PFS TwentyFour Monument Bond A Acc

Ranked 85 out of 113 in - Global over 12 months
All calculations are in GBP


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).


Global over : 28/02/2014 - 28/02/2015
  • Rank 85/113 Total Return
  • Rank 12/113 Standard Deviation
  • Rank 13/113 Max Drawdown
Fund Name Risk
10 Goldman Sachs Glo FI Plus Pf (Hdg) P GBP-H

Currency exposure is hedged

Currency exposure is hedged


11 Fidelity FAST Fixed Income Div Alpha I-ACC-GBP H

Currency exposure is hedged

Currency exposure is hedged


12 PFS TwentyFour Monument Bond A Acc


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

Currency exposure is hedged

Currency exposure is hedged


14 FP SCDavies Global Fixed Income GBP Acc


Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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


  • Annual management1.1%
  • Initial investment5

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