IFSL James Hambro Harrier Capital Growth Inc

Ranked 86 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide long term capital growth through diversified investment in a range of quality stocks and funds on a global basis, but with a bias towards the UK market. There will be no particular emphasis on any industry sector. The investment policy of the fund is to maintain a fairly concentrated portfolio of 30 to 50 holdings of UK companies and funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 -3.3% -3.9% 5.7% 1.8% -6.5%
2017 11.6% 2.8% 4.6% -0.5% 4.4%
2016 12.6% -0.2% 2.2% 7.4% 2.7%
2015 -6.0% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2012
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB00B8FN2814

Purchase Info

  • Min. initial investment25,000

Charges

  • Annual management1.30%
  • Initial investment5.00%

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