Lancaster

Ranked 131 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective is to provide income combined with capital growth over the medium to long term. The trust invests in a broadly based portfolio of international securities and collective investment schemes. The Trust may also invest in money market instruments and deposits. From time to time and in particular during periods of uncertain or volatile markets, the Investment Adviser may choose to hold a substantial proportion of the property of the trust in money market instruments and/or deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019
  • Rank 131/262 Total Return
  • Rank 206/262 Standard Deviation
  • Rank 233/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.3%
2018 -7.1% -6.3% 8.2% 2.6% -10.7%
2017 9.7% 4.2% 1.0% 0.0% 4.3%
2016 13.4% -0.9% 1.8% 8.7% 3.5%
2015 3.7% 5.8% -1.5% -6.2% 6.1%
2014 1.8% -0.2% 0.8% -1.2% 2.5%
2013 14.8% 10.0% -3.3% 4.5% 3.3%
2012 6.6% 7.1% -5.7% 6.3% -0.7%
2011 -12.6% 1.3% -5.3% -12.3% 3.9%
2010 25.3% 7.9% -6.4% 8.5% 14.3%
2009 28.1% -5.5% 0.0% 0.5% 34.9%
2008 -30.7% -6.7% 1.4% -18.0% -10.7%
2007 4.9% 0.9% 1.5% 1.0% 1.6%
2006 8.5% 8.2% -4.8% 0.6% 4.8%
2005 23.1% 3.4% 2.9% 9.6% 5.6%
2004 9.8% 0.7% 2.5% 1.7% 4.6%
2003 18.4% -4.2% 11.9% 4.1% 6.1%
2002 -25.6% -0.8% -11.4% -17.6% 2.6%
2001 -15.5% -11.5% 0.3% -14.5% 11.3%
2000 -10.4% 0.5% -2.9% -1.1% -7.1%
1999 41.2% 6.3% 3.9% -2.5% 31.2%
1998 11.6% 11.0% 1.9% -14.8% 15.7%
1997 13.1% 5.0% 3.7% 7.4% -3.3%
1996 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/09/1996
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB0008616830

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment8.00%

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