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WAY MA Cautious Portfolio

Ranked 246 out of 390 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Sean Standen

Objective

The Fund seeks to provide a worthwhile level of capital growth through investment in a diversified and therefore lower risk portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018
  • Rank 246/390 Total Return
  • Rank 112/390 Standard Deviation
  • Rank 197/390 Max Drawdown
Fund Name Currency Return
244 MGTS Clarion Prudence Portfolio R GBP Acc GBP

1.8%

244 The Capital Value Fund GBP

1.8%

246 WAY MA Cautious Portfolio B Inc GBP

1.8%

247 Pacific MultiAsset AccumulatorCore GBP D1 GBP

1.8%

247 Barclays MultiManager Portfolio 2 AD GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 6.1% 2.6% 0.7% 0.1% 2.5%
2016 10.2% -0.9% 1.3% 7.1% 2.5%
2015 2.7% 5.1% -1.8% -4.6% 4.3%
2014 2.4% -0.6% 0.3% 1.0% 1.6%
2013 8.9% 6.4% -1.1% 1.8% 1.7%
2012 6.6% 3.9% -2.3% 3.1% 1.8%
2011 -5.5% 0.1% 0.0% -6.8% 1.3%
2010 9.4% 4.2% -4.6% 4.5% 5.3%
2009 17.3% -3.1% 5.7% 11.4% 2.8%
2008 -3.2% -5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2008
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB00B39TFD63

Purchase Info

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

Charges

  • Annual management1.45%
  • Initial investment5.25

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