Davy UK GPS Balanced Growth Fund CLASS A ACC

Ranked 134 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Zak Kacem

Objective

The investment objective of the Fund is to seek total returns with a balance between capital growth and income generation with lower volatility than a typical long term growth strategy

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 -3.8% -3.5% 3.6% 1.5% -5.2%
2017 6.6% 2.6% -0.2% 0.8% 3.4%
2016 12.4% 1.2% 4.0% 4.4% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/10/2015
  • Share Class size18Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management0.40%

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