EF 8AM Multi-Strategy Portfolio IV A Inc

Ranked 355 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Philbin

Richard Philbin knew from an early age that he wanted to be a fund manager. After gaining a Financial Services degree from Bristol University, he joined Berkley Fund Managers and ultimately became investment director. In 1999 he switched to Towry Law and helped set up the group's investment management team, first in Windsor and then in Bracknell. Two years on, Philbin moved to F&C where he became director of their fund of funds strategies. He then moved to Architas where he spent two years before joining Hasley Investment Management. In 2013 Richard moved to Harwood Capital to launch a fund of funds range. Away from the office, Philbin enjoys football, golf and music.

Objective

The aim of the Fund is to achieve long-term capital growth. The Fund will aim to operate within a volatility range* of between 15.0 and 19.5 and to achieve its objective through strategic asset allocation between a variety of asset classes, markets and strategies.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019
  • Rank 355/416 Total Return
  • Rank 342/416 Standard Deviation
  • Rank 381/416 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.5%
2018 -7.8% -4.7% 4.5% 1.5% -8.9%
2017 11.8% 4.1% 2.6% 0.5% 4.2%
2016 14.1% -2.5% 0.9% 10.5% 4.9%
2015 4.2% 7.0% -1.9% -6.0% 5.6%
2014 6.9% 0.4% 0.7% 2.4% 3.3%
2013 3.0% 3.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Fidelity Index UK P Acc 12.94%
Fidelity Index World P Inc 7.45%
Tetragon Financial Group Ltd ORD 6.90%
FP Crux European Special Situations I GBP Inc 5.87%
Jupiter European I Inc GBP 5.66%
Merian Global Equity Abs Return GBP R Acc Hdgd 5.49%
Invesco Global Financial Capital (UK) NT Inc 5.23%
Schroder Asian Income Maximiser Z Inc 5.16%
3i Group PLC ORD 4.60%
RIT Capital Partners PLC 4.56%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/05/2013
  • Share Class size04Mn
  • Base currencyUSD
  • ISIN GB00B9L5BC50

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.15%
  • Initial investment1.00%

Related News

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