EF Brompton Global Growth B Acc

Ranked 237 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Gillian Lakin

Objective

To achieve long term capital growth. The Fund will invest mainly in collective investment schemes, exchange traded funds and unregulated collective investment schemes (which include limited partnerships) and may also include transferable securities (including investment trusts and similar instruments), money-market instruments, fixed income instruments, deposits and foreign exchange contracts. It is expected that equity funds will typically make up the most significant part of the Funds assets, with the aim of achieving the Funds objective. However, investments will not be confined to any particular sector.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 -8.2% -4.1% 2.8% 1.5% -8.3%
2017 9.6% 3.0% 0.3% 1.4% 4.6%
2016 14.7% -0.2% 1.9% 8.1% 4.4%
2015 7.3% 8.1% -2.3% -3.9% 5.7%
2014 0.8% -0.2% 1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
iShares Core S&P 500 UCITS ETF 10.94%
Fundsmith Equity I Acc 9.94%
Schroder Recovery Z Acc 9.35%
Liontrust Special Situations I Inc 8.94%
M&G UK Inflation Linked Corporate Bond I Acc 4.92%
Hermes Asia ex-Japan Equity F GBP Acc 4.37%
LF Lindsell Train UK Equity Acc 3.30%
Artemis Strategic Bond QI Acc 3.18%
Schroder ISF Strategic Credit C Acc 3.18%
Goldman Sachs JPY Liquid Reserve Inst Dis 3.15%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/01/2014
  • Share Class size11Mn
  • Base currencyGBX
  • ISIN GB00BG6LVX82

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management0.75%
  • Initial investment2.00%

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