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Russell Investments Multi-Asset Defensive A

Ranked 16 out of 62 in - Balanced USD over 12 months
All calculations are in GBP unless stated

Managed by

Thomas McDonald

Objective

The Global Defensive Multi Manager Funds investment objective is to achieve capital appreciation with limited Net Asset volatility. The Fund will seek to achieve investment returns in excess of one month US Dollar LIBOR over the medium term although in the short term returns may be volatile. The Fund will seek to achieve this objective by investing predominantly in other Regulated Collective Investment Schemes that invest in cash based strategies, global fixed income and global equities as well as alternative assett classes (being investments other than fixed income and/or equity securities which may be cash-based or not). The allocation is intended to be such that the Funds allocation to risky assets is restricted.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.3%
2018 4.0% -3.6% 5.4% 1.6% 0.7%
2017 -5.2% 0.0% -2.6% -2.4% -0.4%
2016 21.6% 3.2% 8.8% 4.1% 4.0%
2015 4.2% 6.0% -6.1% 2.2% 2.3%
2014 7.5% -0.1% -2.0% 5.1% 4.5%
2013 -2.7% 7.8% -1.9% -5.9% -2.2%
2012 0.3% -0.2% 1.5% -0.8% -0.1%
2011 0.5% -1.7% -0.1% 1.0% 1.2%
2010 9.2% 8.8% 0.7% -1.9% 1.7%
2009 -0.8% -1.6% -7.5% 8.6% 0.4%
2008 20.8% -1.2% -1.3% 6.5% 16.3%
2007 2.6% 1.5% -1.4% 0.2% 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. France
  3. Ireland
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date24/11/2006
  • Share Class size143Mn
  • Base currencyUnits
  • ISIN IE00B1FZR279

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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