You're only seeing a fraction of our data
Practical Investment
Ranked 198 out of 215 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 :
31/08/2015 -
31/08/2016
-
Rank 198/215 Total Return
-
Rank 141/215 Standard Deviation
-
Rank 188/215 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 196 | SVS TPI Growth 1 A Acc | GBP | 6.4% |
| 197 | CF Heartwood Income Plus Multi Asset A Inc | GBP | 6.4% |
| 198 | Practical Investment Inc | GBP | 6.1% |
| 199 | M&G Episode Growth X Inc | GBP | 6.0% |
| 200 | JPM Balanced Managed C - Net Acc | GBP | 5.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 139 | Scottish Widows Progressive Growth D Acc | GBP | 10.1 |
| 140 | Sarasin IE GlobalSar - Dynamic GBP A Acc | GBP | 10.1 |
| 141 | Practical Investment Inc | GBP | 10.2 |
| 141 | The Monoux Acc | GBP | 10.2 |
| 141 | Old Mutual Cirilium Moderate A Acc | GBP | 10.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 186 | BlackRock Balanced Growth Portfolio A Inc | GBP | -6.0% |
| 187 | Architas MA Passive Dynamic R Acc | GBP | -6.1% |
| 188 | Practical Investment Inc | GBP | -6.1% |
| 189 | Scottish Widows Stockmarket Growth Portfolio A Acc | GBP | -6.1% |
| 190 | Coutts Multi Asset UK Equity Growth GBP A Dist | GBP | -6.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2016 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2016 | -4.3% | 1.9% | |||
| 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 | 8.51 |
| Edinburgh Investment Trust PLC | 4.50 |
| City of London Investment Trust PLC | 4.36 |
| Merchants Trust PLC | 4.32 |
| Aberforth Geared Income Trust PLC | 4.30 |
| BlackRock Income Strategies Trust PLC | 4.19 |
| Temple Bar Investment Trust PLC | 4.10 |
| Dunedin Income Growth Investment Trust PLC | 4.06 |
| JPMorgan Income & Growth Inv Trust PLC Income Shs | 4.04 |
| Henderson Far East Income Limited | 3.95 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/02/1941
- Share Class size43Mn
- Base currencyGBP
-
ISIN GB0006982457
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment5,000
Charges
- Annual management1.00%