FP Russell Investments Multi Asst Growth III A Acc

Ranked 174 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 goal of the Fund is to achieve long-term capital appreciation, more specifically, a target growth rate of CPI + 4.5%. While the objective is equivalent to equity-like returns, the fund aims to achieve this with one-third less volatility than equity markets. The fund is diversified across a range of asset classes, including equities, fixed income and alternatives, with an actively-managed asset allocation policy.

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 6.7%
2018 -7.4% -3.8% 3.1% 0.9% -7.5%
2017 8.1% 2.7% 1.2% 0.9% 3.1%
2016 7.7% -0.5% 1.7% 4.8% 1.6%
2015 0.5% 3.9% -2.1% -4.0% 2.9%
2014 7.0% 1.9% 2.1% 0.3% 2.6%
2013 7.5% 6.5% -2.3% 1.5% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2012
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B8DTQ451

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment3.00%

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