IFSL James Hambro Barnham Broom Inc

Ranked 81 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide a balance of capital and income growth by investing in a diversifed portfolio of UK and international asset classes, without restriction on he economic and industry sectors. The Fund invests no less than 40% in equities and fixed income interest securities combined, but may also invest in warrants, collective investment schemes, deposits, cash, money market instruments, derivatives and forward transactions.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -2.4% -3.6% 6.4% 1.9% -6.6%
2017 10.7% 2.8% 3.9% -0.6% 4.2%
2016 13.6% -0.2% 2.1% 8.0% 3.1%
2015 -6.5% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/04/2015
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB00B89TDK40

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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