Acumen Income Portfolio X Acc

Ranked 297 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Peel

Objective

The fund seeks to deliver income with the potential for capital growth. The fund is actively managed and has predominant exposure to a wide range of global asset classes including equities bonds commodities property cash near cash and deposits. The Fund may also be exposed to other transferable securities and money market instruments.The fund invests in assets worldwide with no restriction to any particular sector industry geographic location or investment type.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.6%
2018 -6.0% -3.0% 0.8% 1.5% -5.4%
2017 5.3% 2.7% 0.5% 0.9% 1.2%
2016 3.9% 6.3% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/01/2016
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB00BYW8MW59

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%
  • 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).