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Practical Investment

Ranked 26 out of 245 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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/01/2017 - 31/01/2018
  • Rank 26/245 Total Return
  • Rank 181/245 Standard Deviation
  • Rank 88/245 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 16.0% 6.2% 4.9% 1.0% 3.1%
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 13.3% -1.0% 5.3% 6.2% 2.4%
1994 -3.5% -4.5% -1.8% 2.1% 0.7%
1993 30.3% 5.4% 4.5% 7.7% 9.9%
1992 16.8% -0.3% 3.6% 0.0% 13.1%
1991 18.6% 15.9% -0.5% 9.2% -5.8%
1990 -9.0% -7.7% 6.7% -12.4% 5.6%
1989 31.7% 17.9% 4.6% 6.2% 0.6%
1988 16.3% 4.3% 6.6% 2.6% 1.9%
1987 -2.4% 15.1% 12.5% 7.1% -29.6%
1986 46.0% 15.6% 4.3% 3.0% 17.6%
1985 20.2% 7.3% -2.9% 4.2% 10.8%
1984 18.5% 5.0% -8.6% 16.7% 5.8%
1983 52.3% 21.5% 7.3% 2.0% 14.6%
1982 28.0% 5.6% -2.3% 11.3% 11.5%
1981 6.7% 5.7% 5.1% -8.6% 5.0%
1980 50.1% 9.7% 14.7% 17.4% 1.5%
1979 -1.8% 14.3% -6.9% 2.4% -9.9%
1978 7.1% -4.7% 10.5% 11.5% -8.8%
1977 43.2% 18.5% 2.3% 18.2% 0.0%
1976 -7.2% -1.3% -4.8% -1.3% 0.0%
1975 117.1% 61.7% 22.5% 2.8% 6.7%
1974 -31.7% 0.9% -9.5% -18.0% -8.8%
1973 -36.2% -13.3% -0.8% -2.6% -23.8%
1972 18.2% 17.9% -6.3% -0.6% 7.6%
1971 30.7% 3.9% 11.8% 6.5% 5.6%
1970 4.0% 2.7% -11.0% 13.8% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1941
  • Share Class size105Mn
  • Base currencyGBX
  • ISIN GB0006982457

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.00%
  • Initial investment1

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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).