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SWIP Multi-Manager Diversity
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More FTSE charts & pricesby Jonathan Miller on Jun 16, 2011 at 00:01
Citywire Selection Verdict: This strategy invests in equity and bond funds as well as alternative assets such as property and absolute return funds. Our concern that the fund is lagging its target of beating inflation means we have placed it Under Review. Cash levels were increased and equity exposure reduced during the fourth quarter of 2011, meaning the portfolio was impacted at the height of the summer sell-off.
For more information view the latest fund factsheet.
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1 comment so far. Why not have your say?
Ken
Feb 27, 2010 at 10:06
It looks to me that it lost a lot in October 2008 from which it has risen but as with these funds its underperformed a rising market. From Jan 2008 you would only be a little bit ahead and had the discomfort or a 13% drawdown.
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