AXA/AB Investments-AB Global Strategy 60/40 GBP V2

Ranked 142 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The portfolio seeks to achieve the highest total return consistent with what the Investment Manager determines to be a reasonable level of risk given the portfolio’s target asset allocation and overall capital market conditions. The Portfolio is designed for investors who seek capital growth and are willing to accept risk associated with having a majority of the Portfolio's exposure to equities. In normal market conditions and over the long-term investment horizon, the Investment Manager anticipates that approximately 60% of the Portfolio's exposure will be to equities. The balance of the Portfolio's exposure will typically be to fixed income securities.

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 -5.5% -2.6% 2.6% 1.4% -6.7%
2017 9.3% 3.2% 1.0% 1.8% 3.0%
2016 5.7% -0.4% 1.4% 2.6% 2.0%
2015 -1.9% 3.2% -1.8% -4.7% 1.6%
2014 8.1% 1.3% 3.4% 0.8% 2.4%
2013 11.9% 5.7% -0.9% 2.6% 4.1%
2012 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2018

Top 10 Holdings

Stock Size
United Kingdom (Government of) FRN 30.03%
Belgium 0.000% 13-Dec-2018 8.11%
Belgium 0.000% 08-Nov-2018 8.11%
France 0.000% 27-Mar-2019 8.10%
France 0.000% 19-Jun-2019 7.98%
Netherlands 0.000% 30-Nov-2018 7.89%
Netherlands 0.000% 31-Jan-2019 7.89%
HSBC Bank PLC Time/Term Deposit 3.78%
iShares UK Gilts 0-5yr UCITS ETF 3.30%
Sumitomo (Tokyo) Time/Term Deposit 3.22%
30/09/2018

Registered For Sale In

  1. France
  2. Luxembourg
  3. United Kingdom

Fund Info

  • Launch date31/07/2012
  • Share Class size193Mn
  • Base currencyGBP
  • ISIN LU0792967837

Purchase Info

  • Min. initial investment0
  • 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).