IFSL Brooks Macdonald Strategic Gro A Acc

Ranked 71 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to provide long-term capital growth, primarily through investment in global share markets. The Fund will be actively managed and primarily invested in a variety of collective investment schemes investing in UK and international shares, with some exposure to investments which generate a fixed amount of interest income as well as any other investments which carry a defined return such as preference shares, tradable debt (bonds) which can be converted into shares (convertible bonds) and other investment funds, some of which are designed to lessen the full equity market risk, in order to provide a mix of growth assets. The Fund may also invest in transferable securities, including investment trusts, money market instruments, cash, near cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 71/262 Total Return
  • Rank 257/262 Standard Deviation
  • Rank 251/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -7.0% -3.9% 7.2% 2.4% -11.9%
2017 14.8% 5.5% 2.9% 1.5% 4.2%
2016 8.2% -2.3% -1.3% 9.4% 2.5%
2015 6.3% 6.4% -0.3% -6.2% 6.8%
2014 4.5% 0.0% 0.5% 0.3% 3.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Fidelity Index US P Acc 9.88%
LF Miton European Opportunities F Acc 6.07%
Fundsmith Equity I Acc 5.04%
Vanguard FTSE UK AllShareIdx UnitTr InstPls GBP Ac 5.01%
Standard Life Inv Global Smaller Companies Inst S Acc 5.01%
Schroder ISF Asian Total Return C Dis GBP AV 4.92%
Man GLG Undervalued Assets Professional Inc D GBP 4.05%
JOHCM UK Equity Income Y Inc 4.04%
Liontrust Special Situations I Inc 4.02%
Scottish Mortgage Investment Trust PLC 3.93%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/10/2013
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB00BDX8Y871

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

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).