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Practical Investment
Ranked 9 out of 237 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 :
31/07/2016 -
31/07/2017
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Rank 9/237 Total Return
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Rank 84/237 Standard Deviation
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Rank 28/237 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 7 | CF Seneca Diversified Growth A Acc | GBP | 19.0% |
| 8 | Baillie Gifford Managed B Inc | GBP | 18.2% |
| 9 | Practical Investment Inc | GBP | 18.1% |
| 10 | Coutts Multi Asset Personal Portfolio 5 GBP A Acc | GBP | 18.1% |
| 11 | FP Aggressive Portfolio Overlay C | GBP | 18.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 82 | VT Morningstar Informed Smartfund Gth Strat Z Inc | GBP | 4.8 |
| 82 | Jupiter Monthly Income Acc | GBP | 4.8 |
| 84 | TM Levitas A - A Net Acc | GBP | 4.8 |
| 84 | Practical Investment Inc | GBP | 4.8 |
| 84 | HC Sequel Global Target Income Strategy B Acc | GBP | 4.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 26 | JPM Balanced Managed C - Net Acc | GBP | -1.1% |
| 26 | 7IM Adventurous A Acc | GBP | -1.1% |
| 28 | Practical Investment Inc | GBP | -1.1% |
| 29 | Sentinel Growth Portfolio B Acc | GBP | -1.2% |
| 30 | SVS TPI Growth 7 A Acc | GBP | -1.2% |
| 30 | Courtiers Total Return Balanced Risk | GBP | -1.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 6.2% | 4.9% | |||
| 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
Top 10 Holdings
| Stock | Size |
|---|---|
| Dunedin Income Growth Investment Trust PLC | 5.34 |
| Merchants Trust PLC | 4.72 |
| Henderson Far East Income Limited | 4.28 |
| Aberforth Geared Income Trust PLC | 3.87 |
| Temple Bar Investment Trust PLC | 3.44 |
| JPMorgan Elect PLC Managed Income | 3.30 |
| Edinburgh Investment Trust PLC | 3.21 |
| City of London Investment Trust PLC | 3.12 |
| JPMorgan Global Emerging Markets Income Trust PLC | 3.06 |
| F&C UK High Income Trust Plc | 3.04 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/02/1941
- Share Class size104Mn
- Base currencyGBP
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ISIN GB0006982457
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment5,000
Charges
- Annual management1.00%