FP Russell Investments Multi Asset Growth IV C Acc

Ranked 157 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Vickers

David Vickers, CFA is a fund manager at Russell Investments. He has been with the firm since 2013 and prior to this, he was an investment manager at Sarasin and before that Baring Asset Management. He graduated from the University of Central Lancashire with a degree in Economics and enjoys soccer and skiing in his spare time.

Objective

The Fund will seek to achieve its objective by investing predominantly in: global equity securities; global fixed income securities; collective investment schemes which invest predominantly in global equity securities and fixed income securities; collective investment schemes and other investments that provide exposure to alternative asset classes such as global property, infrastructure, commodities, inflation linked securities and alternative asset classes; other investments permitted by the COLL Sourcebook, that gain exposure to global fixed income securities, global equity securities, property securities, infrastructure securities and alternative asset classes.

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 7.7%
2018 -8.0% -4.1% 3.6% 1.4% -8.7%
2017 10.3% 3.8% 1.4% 1.2% 3.6%
2016 7.5% -2.3% 1.6% 5.9% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Russell Investments World Equity B Acc 17.57%
Russell Investments World Equity II SH-A 14.05%
Russell Investments Sterling Liquidity R Roll Up 11.94%
Russell Investments Global Credit GBPH-A 6.76%
iShares Core Corporate Bond UCITS ETF 5.13%
Russell Investments Sterling Bond A Acc 4.90%
BlueBay Global Convertible Bond B USD (Perf) (BH) 4.43%
Russell Investments U.K. Equity A Acc 4.40%
Russell Investments Emerging Markets Equity I Acc 3.82%
MSMM The Eurozone Equity B EUR 3.11%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/11/2015
  • Share Class size27Mn
  • Base currencyGBX
  • ISIN GB00BYXJKS91

Purchase Info

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

Charges

  • Annual management0.50%
  • 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).