You're only seeing a fraction of our data
Practical Investment
Ranked 40 out of 236 in -
Aggressive GBP
over 12 months
All calculations are in GBP unless stated
Managed by
Sean Ashfield
London-based Sean Ashfield joined Charles Stanley in 2005 where he runs funds of funds with an income and growth investment strategy. Prior to joining Charles Stanley, he worked at Dryden Financial as an investment manager for two years, and before that he was a partner at Teather and Greenwood. Sean studied at Wellington College and in his spare time he enjoys football, music and cricket.
Objective
The Fund aims to grow the amount you originally invested and provide a growing income. The Fund will invest primarily in the shares of a wide range of sterling and dollar priced investment trusts, company shares and other investments.
Performance
Aggressive GBP
over :
31/05/2016 -
31/05/2017
-
Rank 40/236 Total Return
-
Rank 118/236 Standard Deviation
-
Rank 45/236 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 38 | Coutts Multi Asset UK Equity Growth GBP A Dist | GBP | 24.8% |
| 39 | BlackRock Consensus 85 I Acc | GBP | 24.7% |
| 40 | Practical Investment Inc | GBP | 24.5% |
| 41 | NFU Mutual Mixed 40-85% B Inc | GBP | 24.4% |
| 42 | Old Mutual Cirilium Moderate Passive R Acc | GBP | 24.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 118 | Practical Investment Inc | GBP | 6.7 |
| 119 | Legal & General Multi Manager Balanced R Acc | GBP | 6.7 |
| 119 | Standard Life Myfolio MultiMngr Inc V Rtl Acc | GBP | 6.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 43 | 7IM Adventurous A Acc | GBP | -1.1% |
| 43 | Marten | GBP | -1.1% |
| 45 | Practical Investment Inc | GBP | -1.1% |
| 46 | SVS TPI Growth 7 A Acc | GBP | -1.2% |
| 47 | S&W Eagle Acc | GBP | -1.2% |
| 47 | St James's Place Managed Growth L Acc | GBP | -1.2% |
| 47 | 7IM Moderately Adventurous (Dublin) C Acc GBP | GBP | -1.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 6.2% | ||||
| 2016 | 10.3% | -3.1% | 1.9% | 8.6% | 2.9% |
| 2015 | 2.6% | 3.3% | -0.1% | -3.6% | 3.2% |
| 2014 | 4.2% | 1.1% | 2.5% | -1.3% | 1.9% |
| 2013 | 25.0% | 10.1% | 1.5% | 6.4% | 5.1% |
| 2012 | 18.6% | 8.1% | -1.5% | 6.9% | 4.1% |
| 2011 | 0.9% | 0.4% | 3.4% | -5.4% | 2.7% |
| 2010 | 18.2% | 6.5% | -5.4% | 8.2% | 8.5% |
| 2009 | 22.5% | -6.3% | 10.3% | 16.5% | 1.7% |
| 2008 | -29.5% | -8.3% | -1.3% | -10.8% | -12.8% |
| 2007 | 2.4% | 3.5% | 2.9% | -0.5% | -3.3% |
| 2006 | 17.4% | 10.0% | -5.2% | 4.4% | 7.7% |
| 2005 | 29.8% | 6.6% | 3.5% | 11.3% | 5.8% |
| 2004 | 14.0% | 2.6% | -0.6% | 4.2% | 7.2% |
| 2003 | 21.2% | -2.0% | 12.4% | 5.7% | 4.1% |
| 2002 | -20.7% | -2.3% | -5.5% | -15.6% | 1.8% |
| 2001 | -15.0% | -8.1% | 0.8% | -15.0% | 7.9% |
| 2000 | -1.9% | -0.7% | 0.7% | 1.4% | -3.3% |
| 1999 | 23.8% | 5.4% | 4.9% | -0.5% | 12.7% |
| 1998 | 12.1% | 14.0% | -0.1% | -12.9% | 12.9% |
| 1997 | 16.7% | 5.6% | 4.3% | 7.2% | -1.1% |
| 1996 | 5.9% | 2.3% | 0.2% | 4.2% | -0.7% |
| 1995 | 2.4% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| London & St Lawrence Investment Company PLC | 9.04 |
| Merchants Trust PLC | 4.58 |
| Aberforth Geared Income Trust PLC | 4.46 |
| Temple Bar Investment Trust PLC | 4.45 |
| Dunedin Income Growth Investment Trust PLC | 4.40 |
| Henderson Far East Income Limited | 4.20 |
| JPMorgan Elect PLC Managed Income | 3.76 |
| Edinburgh Investment Trust PLC | 3.65 |
| City of London Investment Trust PLC | 3.54 |
| Aberdeen Diversified Income & Growth Trust PLC | 3.46 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/02/1941
- Share Class size105Mn
- Base currencyGBP
-
ISIN GB0006982457
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment5,000
Charges
- Annual management1.00%