Buxton Inc

Ranked 291 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide capital growth and income by investing in a diversified global portfolio of predominantly equities and bonds. There will be no particular emphasis on any geographical area or any industrial or economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 291/395 Total Return
  • Rank 120/395 Standard Deviation
  • Rank 152/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.8% -2.7% 2.0% 0.6% -5.6%
2017 3.6% 0.7% 0.2% -0.1% 2.8%
2016 11.0% 1.1% 2.4% 6.9% 0.4%
2015 2.3% 5.1% 0.0% -4.2% 1.6%
2014 7.4% -1.2% 1.8% 2.6% 4.1%
2013 13.3% 10.8% -0.4% 1.2% 1.5%
2012 8.0% 4.7% -3.3% 2.5% 4.0%
2011 1.0% -1.1% 0.7% -1.3% 2.8%
2010 15.1% 6.9% -2.6% 3.7% 6.6%
2009 16.4% -2.8% 6.2% 8.7% 3.7%
2008 13.9% 0.9% -0.3% 1.6% 11.4%
2007 6.9% 0.2% -0.2% 3.1% 3.7%
2006 5.5% 4.9% -2.7% 1.3% 2.0%
2005 19.2% 1.1% 5.1% 8.2% 3.8%
2004 13.5% 0.8% 2.3% 3.1% 6.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
United Kingdom 0.125% 22-Mar-2068 12.78%
US Treasury 0.375% 15-Jul-2023 8.87%
United Kingdom 1.875% 22-Nov-2022 6.87%
US Treasury 0.625% 15-Jul-2021 5.59%
United Kingdom 1.750% 22-Jul-2019 5.52%
Ruffer Illiquid Multi Strategies Fund 2015 4.40%
iShares Physical Gold ETC 4.16%
US Treasury 1.000% 15-Feb-2048 4.06%
Sumitomo Mitsui Financial Group Inc ORD 2.02%
LF Ruffer European I Acc 2.00%
30/11/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/10/2003
  • Share Class size13Mn
  • Base currencyGBX
  • ISIN GB0033707224

Purchase Info

  • Min. initial investment100Mn
  • Min. regular additional investment0

Charges

  • Annual management1.49%

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