IFSL Ravenscroft Huntress Global Blue Chip B Inc

Ranked 32 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ben Byrom

Ben Byrom is an executive director of Ravenscroft Investment Management Ltd having joined the company in 2008. He previously worked for Brewin Dolphin’s Guernsey branch since 2001 and prior to that, he worked for Assicurazioni Generali. Ben was educated at Elizabeth College, Guernsey and Nottingham Trent University; he is a Chartered Member of the Chartered Institute for Securities & Investment and holds the CISI Diploma.

Objective

The objective of the fund is to generate capital growth over the long term (over 5 years). The fund seeks to obtain its objective by investing in the equity securities of large and diverse businesses, generally with a market cap in excess of 1billion and operating in multiple geographic locations and/or industry sectors. The fund will invest at least 80% of its assets globally into equities. The fund may also invest into other transferable securities, collective investment schemes, cash and near cash, money market instruments and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 0.7% -8.9% 7.8% 8.5% -5.5%
2017 11.0% 8.1% 1.2% -1.3% 2.8%
2016 21.6% 3.4% 11.1% 4.0% 1.7%
2015 2.7% 3.9% -5.2% -3.9% 8.5%
2014 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/07/2017
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00BZ3T3X22

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.55%
  • Initial investment0.55%

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