Absolute Insight Dynamic Opportunities B1p GBP

Ranked 246 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Merritt

Objective

The Fund aims to produce positive total returns, comprising both income and capital growth, in all market conditions on a rolling 12 month basis. In addition, the Fund aims to target at least 3 month Libid + 5% on a rolling annualised 5 year basis gross of fees and expenses. The Fund's benchmark is 3 month Libid. The Fund aims to achieve its objective by investing in a broad range of different types of assets, including shares, bonds, commodities, property and infrastructure.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.9% -1.5% -0.3% 2.4% -3.4%
2017 2.8% 0.6% 0.4% 0.6% 1.1%
2016 1.3% -0.2% 0.6% 0.9% 0.0%
2015 0.5% 2.5% -0.3% -1.8% 0.2%
2014 2.1% 0.6% 1.6% 2.1% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date06/11/2013
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BCKFNB06

Purchase Info

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

Charges

  • Annual management1.00%
  • 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).