FP Luceo 7 A Acc

Ranked 228 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Reynolds

Objective

The investment objective of the Fund is to achieve long term capital growth by predominantly investing in passive and actively managed collective investment schemes and closed ended investment companies. The Fund will also have the ability to invest in transferable securities and bonds. This will expose up to 100% of the portfolio to equities listed on the UK and international stock exchanges. The Fund may also invest in UK and international fixed interest investments and funds with absolute return objectives. The Fund may have indirect exposure to property and commodities via property companies, infrastructure companies, and commodity companies or via index replication.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 228/262 Total Return
  • Rank 190/262 Standard Deviation
  • Rank 203/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%
2018 -9.6% -4.6% 4.5% 0.0% -9.4%
2017 1.6% 1.2% 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares Core FTSE 100 UCITS ETF (Dist) 11.57%
GBP Cash 6.31%
iShares Core MSCI EM IMI UCITS ETF USD (Acc) 5.47%
RWC Global Emerging Markets B GBP 4.60%
Artemis US Extended Alpha I GBP 4.58%
Vanguard US Opportunities Inv GBP Inc 4.22%
Vanguard FTSE 250 UCITS ETF GBP 4.00%
Hermes Asia ex-Japan Equity F GBP Acc 3.83%
Majedie UK Equity X Acc 3.67%
JOHCM UK Dynamic B Acc 3.64%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/02/2017
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB00BYZWW795

Purchase Info

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

Charges

  • Annual management0.75%
  • 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).