Huntress Global Balanced I Acc

Ranked 32 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mark Bousfield

Mark is the managing director of Ravenscroft Investment Management Limited and has primary responsibility for all balanced and growth mandates as well as the Huntress Global Balanced and Global Growth Funds. Mark joined Ravenscroft in 2008 from Brewin Dolphin Guernsey, where he led the discretionary portfolio management desk. Mark was educated at Elizabeth College, Guernsey and Leeds University. He holds the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Objective

Fund’s main objective is to generate capital growth with a lower volatility than equity markets. It is actively managed and not constrained by a benchmark; this allows the manager to allocate freely between asset classes. It is a multi strategy, multi asset class fund.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 32/395 Total Return
  • Rank 127/395 Standard Deviation
  • Rank 61/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.1% -2.2% 2.7% 1.9% -4.4%
2017 8.9% 4.1% 1.8% 0.5% 2.2%
2016 13.5% 2.7% 6.3% 5.0% -1.0%
2015 2.5% 5.1% -4.0% -2.4% 4.0%
2014 7.8% 0.8% 1.8% 1.9% 3.2%
2013 11.4% 10.4% -2.2% 0.8% 2.3%
2012 11.0% 7.3% -3.5% 4.3% 2.8%
2011 -8.0% 0.3% -0.6% -7.4% -0.4%
2010 7.9% 3.4% -5.6% 4.3% 5.9%
2009 13.0% -1.0% 4.5% 8.4% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. Jersey
  3. United Kingdom

Fund Info

  • Launch date01/12/2008
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GG00B3F15Q93

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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