IFSL Equilibrium Cautious Portfolio A Acc

Ranked 129 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The portfolio will principally invest in collective investment schemes (both regulated and unregulated), across a mixture of asset classes including equities, property, fixed interest, alternatives cash and near cash deposits. Within the equity allocation the fund will invest in a mixture of UK and overseas investments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 129/395 Total Return
  • Rank 119/395 Standard Deviation
  • Rank 150/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.6% -1.9% 3.6% 0.2% -5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/11/2017
  • Share Class size344Mn
  • Base currencyGBP
  • ISIN GB00BYXHQY16

Purchase Info

  • Min. initial investment1Mn

Charges

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