IFSL Tilney Bestinvest Max Growth Ret Acc

Ranked 460 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Chris Godding

Objective

The objective of the Fund is to achieve capital growth over a time period of at least 7 years. It will primarily offer global equity exposure. It may also gain exposure to fixed income, commodities and alternative assets including real estate related investments, hedge funds and future and forward contracts. It will invest in such assets primarily through investments in regulated and unregulated collective investment schemes although it may also make direct investments from time to time. The Investment manager will seek to add value from both asset allocation (tactical and strategic) and underlying investment selection.

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 8.0%
2018 -6.3% -4.8% 7.8% 2.4% -10.8%
2017 11.7% 4.7% 2.1% 0.2% 4.3%
2016 14.0% -0.1% 1.2% 10.0% 2.5%
2015 3.7% 6.0% -2.0% -7.0% 7.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
TB Evenlode Income C Acc 8.04%
LF Lindsell Train UK Equity D Acc 8.03%
Liontrust Special Situations I Inc 7.99%
JOHCM UK Dynamic B Acc 7.99%
Threadneedle UK Equity Income Ret Net Acc GBX 6.26%
Conventum Lyrical Fund S 5.79%
Neuberger Berman US Eq Index PutWrite USD I3 Acc 5.59%
Loomis Sayles U.S. Growth Equity Fund S1/A (GBP) 5.43%
Ashmore SICAV Em Mkts Local Currency Bd Z2 USD Cap 4.97%
Jupiter European Fund Z Acc 4.68%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/12/2014
  • Share Class size35Mn
  • Base currencyGBP
  • ISIN GB00BSXN9M66

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).