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Practical Investment
Ranked 154 out of 227 in -
Aggressive GBP
over 12 months
All calculations are in GBP
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 :
31/12/2013 -
31/12/2014
-
Rank 154/227 Total Return
-
Rank 55/227 Standard Deviation
-
Rank 52/227 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 152 | Standard Life Wealth Strategy Bridge | 4.3% |
|
| 153 | Smith & Williamson MM Endurance Balanced A Inc | 4.3% |
|
| 154 | Practical Investment Inc | 4.2% |
|
| 155 | St James's Place Managed Growth Acc | 4.2% |
|
| 156 | CIS UK Income With Growth Trust | 4.2% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 55 | Practical Investment Inc | 1.6 |
|
| 56 | FP Omnis Balanced B Acc | 1.6 |
|
| 56 | Standard Life Inv Myfolio Managed V Ret Acc | 1.6 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 50 | Premier Multi-Asset Growth & Inc A Net Inc | -1.8% |
|
| 51 | Close Discretionary Tactical Select Pas Bal A Acc | -1.8% |
|
| 52 | Practical Investment Inc | -1.9% |
|
| 52 | Scottish Widows Opportunities Portfolio A Acc | -1.9% |
|
| 52 | Old Mutual Spectrum 7 A GBP | -1.9% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2014 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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 | 8.27 |
| British Assets Trust PLC | 4.86 |
| Edinburgh Investment Trust PLC | 4.77 |
| TR Property Investment Trust PLC | 4.55 |
| Aberforth Geared Income Trust PLC | 4.52 |
| Merchants Trust PLC | 4.52 |
| JPMorgan Income & Growth Inv Trust PLC Income Shs | 4.51 |
| Dunedin Income Growth Investment Trust PLC | 4.47 |
| Temple Bar Investment Trust PLC | 4.42 |
| City of London Investment Trust PLC | 4.20 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/02/1941
- Share Class size46Mn
- Base currencyGBP
-
ISIN GB0006982457
Purchase Info
- Min. initial investment100,000
- Min. additional investment5,000
Charges
- Annual management1.0%