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Practical Investment
Ranked 165 out of 252 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 is designed to provide investors with above averagecapital growth and increasing income. The investment policy for achieving the objective is for the Managerto invest primarily in the shares of a wide range of sterling and dollar denominated investment trusts, company shares and other investments.
Performance
Aggressive GBP
over :
31/05/2017 -
31/05/2018
-
Rank 165/252 Total Return
-
Rank 201/252 Standard Deviation
-
Rank 210/252 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 163 | Aviva Investors Multi-Asset Fund V SC1 | GBP | 3.8% |
| 163 | LF Prudential Dynamic 40-80 Portfolio A Inc | GBP | 3.8% |
| 165 | Practical Investment Inc | GBP | 3.7% |
| 166 | Santander MM Balanced Intl Tracking Ret Acc | GBP | 3.7% |
| 167 | SVS Cornelian Growth RMP G Acc | GBP | 3.6% |
| 167 | Janus Henderson MMgr Managed A Inc | GBP | 3.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 199 | SVS TPI Aggressive 1 A Inc | GBP | 7.7 |
| 200 | Boulder | GBP | 7.7 |
| 201 | Practical Investment Inc | GBP | 7.7 |
| 202 | CMI Sterling Balanced Managed SF DC2 C | GBP | 7.7 |
| 203 | Threadneedle Monthly Extra Income Ret Net Inc GBX | GBP | 7.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 209 | Scottish Widows High Reserve A Acc | GBP | -5.7% |
| 210 | Practical Investment Inc | GBP | -5.7% |
| 211 | Smartfund 80% Protected Growth C GBP | GBP | -5.8% |
| 211 | Scottish Widows Stockmarket Growth Portfolio A Acc | GBP | -5.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.7% | ||||
| 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
- United Kingdom
Fund Info
- Launch date01/02/1941
- Share Class size103Mn
- Base currencyGBX
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ISIN GB0006982457
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment5,000
Charges
- Annual management1.00%
- Initial investment5