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Phoenix Hawksmoor Vanbrugh

Ranked 36 out of 335 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Ben Conway

UK born Ben Conway is currently a multi-asset fund of funds manager at Hawksmoor Investment Management based in Exeter. He previously founded and was director of CCM Energy Solutions. Ben manages the PFS Hawksmoor Vanbrugh and Distribution funds. An IMC holder, Ben graduated from the University of Cambridge with a degree in economics and away from the office he enjoys music, football and adventure sports.

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.

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.


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.

Showing fund performance in United Kingdom View performance globally


Balanced GBP over : 31/03/2015 - 31/03/2016
  • Rank 36/335 Total Return
  • Rank 56/335 Standard Deviation
  • Rank 35/335 Max Drawdown
Fund Name Currency Return
34 F&C MM Navigator Distribution 4 Inc GBP


35 Threadneedle Equity & Bond GBP


36 Phoenix Hawksmoor Vanbrugh A Inc GBP


37 Dimensional Multi-Factor Balance GBP Acc GBP


38 F&C Diversified Growth X GBP Hedged

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.0%
2015 2.5% 3.3% -1.3% -2.5% 3.0%
2014 3.9% 1.1% 1.8% 0.8% 0.1%
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 17.4% 13.1% 3.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Royal London Shrt Dur Glo Hi Yield Bd Z Inc 5.99
M&G Global Macro Bond Sterling I Income 4.23
Fidelity Global Dividend W Inc 3.84
Henderson UK Absolute Return GBP I Acc 3.64
M&G UK Inflation Linked Corporate Bond I Inc 3.45
Polar Capital Global Insurance I GBP Inc 3.24
Old Mutual Global Equity Abs Return GBP R Acc Hdgd 3.06
JOHCM Japan Dividend Growth Seed GBP 3.06
Schroder Strategic Credit L Income 3.03
Jupiter Absolute Return I Acc GBP 3.01

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/02/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B55SLB18

Purchase Info

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


  • Annual management1.50%

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