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Phoenix Hawksmoor Vanbrugh

Ranked 72 out of 349 in - Balanced over 12 months
All calculations are in GBP

Managed by

Richard Scott

Born in East Grinstead in 1964, Richard Scott attended Exeter University from which he graduated with a degree in History. In 1987 he joined Smith New Court, prior to moving to Hambros Bank where he was an investment strategist, specialising in US equities and global funds. Richard joined Exeter Investment Group in 1995, and was in charge of the firm’s conventional investment trust holdings. He managed The New Zealand Investment Trust, and prior to the sale by Exeter of their open ended funds to New Star Asset Management, Richard managed two multiple award winning international funds. He currently manages the Phoenix Hawksmoor Vanbrugh Fund, and is an Associate of the UK Society of Investment Professionals.

Daniel Lockyer

Born in 1973 Daniel Lockyer has been employed in the financial services industry since the early 1990s. Having worked at Abbey Life Investment Services focusing on foreign exchange and fixed interest, he followed this with a similar role at Hill Samuel before joining Hermes as a derivatives dealer. At the start of 2001 Daniel joined Nick Greenwood at Christows to help manage their funds of Investment Trusts before joining iimia in February 2002 where he focused on funds of collectives. He then joined Hawksmoor Investment Management in 2009, and runs the Phoenix Hawksmoor Vanbrugh Fund alongside Richard Scott. Outside of work his interests tend towards the outdoor life with golf, football and walking featuring amongst his pastimes.

Ben Conway

Objective

The investment objective of the Fund is to provide capital growth and income. The Fund's portfolio will consist primarily of a diversified range of open and closed ended funds, although significant exposure to other investments such as fixed interest securities are expected to be included in the portfolio from time to time. The portfolio will be actively managed, with the Investment Manager seeking to take advantage of inefficiencies in the pricing of closed ended funds and significant movements in financial markets.

Performance

Balanced over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 3.1% 1.1% 1.8% 0.2%
2013 12.0% 8.2% -2.2% 3.3% 2.5%
2012 12.4% 6.6% -2.3% 4.6% 3.2%
2011 -5.9% 0.3% 0.4% -6.6% 0.1%
2010 15.4% 6.3% -1.8% 5.5% 4.8%
2009 41.6% 3.1% 17.4% 13.1% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
RWC Enhanced Income B GBP Dis 5.69
M&G UK Inflation Linked Corporate Bond I Inc 5.62
GBP Cash 5.34
Jupiter Strategic Bond I Inc GBP 4.93
Prusik Asian Equity Income 1 C 3.75
Schroder Strategic Credit L Income 3.72
BH Global Limited GBX 3.65
Jupiter Japan Income I-H Inc 3.28
Royal London Shrt Dur Glo Hi Yield Bd Z Inc 3.15
Artemis Global Income Inst Inc 2.99
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/02/2009
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN GB00B55SLB18

Purchase Info

  • Min. initial investment5,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%

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...more...

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