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Practical Investment

Ranked 52 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.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2016 - 31/03/2017
  • Rank 52/236 Total Return
  • Rank 143/236 Standard Deviation
  • Rank 46/236 Max Drawdown
Fund Name Currency Return
50 DB PWM I - Max Growth Portfolio UCITS (GBP) A Acc GBP

21.1%

51 Smartfund Growth Fund A GBP

21.0%

52 Practical Investment Inc GBP

20.9%

53 UBS Global Allocation (UK) A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

20.9%

54 Legal & General Multi-Index Income 6 I Acc GBP

20.7%

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

31/12/2016

Top 10 Holdings

Stock Size
London & St Lawrence Investment Company PLC 8.70
Merchants Trust PLC 4.58
Temple Bar Investment Trust PLC 4.49
Dunedin Income Growth Investment Trust PLC 4.40
Henderson Far East Income Limited 4.09
Aberforth Geared Income Trust PLC 4.06
Edinburgh Investment Trust PLC 3.76
JPMorgan Elect PLC Managed Income 3.73
City of London Investment Trust PLC 3.66
Aberdeen Diversified Income & Growth Trust PLC 3.53
31/12/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/1941
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB0006982457

Purchase Info

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

Charges

  • Annual management1.00%

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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).