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LO Selection - Balanced (EUR) MA

Ranked 36 out of 57 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Objective

The objective of this Sub-Fund is to achieve capital appreciation over the long term by investing worldwide in a diversified portfolio consisting of fixed-rate and floating rate debt securities, including convertible bonds, equity and equity equivalent securities, units of UCITS/UCIs, financial derivative instruments and Liquidities.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced EUR over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% 2.4% 1.1%
2017 9.4% 3.5% 1.9% 1.5% 2.2%
2016 19.0% 4.5% 6.1% 6.7% 0.6%
2015 -1.6% 1.1% -4.4% -1.3% 3.2%
2014 0.6% 0.2% -0.4% -0.5% 1.4%
2013 3.7% 5.8% -2.0% -0.6% 0.6%
2012 3.5% 4.6% -4.8% 1.9% 2.0%
2011 -3.6% 2.4% 2.2% -6.9% -1.0%
2010 0.5% 3.6% -8.5% 5.7% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date10/12/2009
  • Share Class size219Mn
  • Base currencyEUR
  • ISIN LU0470792416

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment3,000

Charges

  • Annual management1.40%
  • Initial investment5.00%

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