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S&W Eagle Acc

Ranked 72 out of 209 in - Aggressive GBP over 36 months
All calculations are in GBP unless stated

Objective

To achieve growth in capital and income by investing in any country and in any economic sector of the world. The assets in which the Scheme may invest will be securities, units in collective investment schemes, money market instruments, deposits and cash or near cash investments, derivatives and warrants.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2015 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2%
2017 15.3% 5.9% 2.9% 1.5% 4.3%
2016 11.2% -1.0% 2.1% 6.9% 2.9%
2015 3.4% 7.4% -3.3% -6.5% 6.5%
2014 8.3% -0.1% 2.5% 1.1% 4.6%
2013 13.7% 12.0% -2.7% 1.5% 2.7%
2012 7.3% 6.8% -5.3% 4.5% 1.5%
2011 -8.5% 0.6% -0.1% -12.4% 4.0%
2010 15.2% 7.7% -10.1% 8.4% 9.8%
2009 19.0% -9.4% 8.9% 17.6% 2.5%
2008 -22.2% -6.6% -3.0% -8.2% -6.4%
2007 7.5% 2.2% 5.8% -0.1% -0.5%
2006 6.8% 7.7% -7.5% 2.5% 4.6%
2005 27.4% 2.5% 5.1% 11.2% 6.4%
2004 11.1% 2.7% 1.2% 0.3% 6.6%
2003 22.5% -4.5% 13.2% 7.3% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/10/2002
  • Share Class size69Mn
  • Base currencyGBP
  • ISIN GB0032090085

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.13%
  • Initial investment1.125

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).