LF Bentley Global Growth Acc

Ranked 126 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Rupert Bentley

Rupert Bentley CFA, ASIP, is chief executive at Bentley Reid Group based in London. He joined the board of Bentley Capital in 1997 and became CEO in 2007. Prior to that, he was an investment manager with Guinness Flight. Bentley graduated from Durham University with an honours degree in economics and is an associate of the CFA Society UK.

Peter Clark

Objective

The aim of the fund is to achieve long term capital growth mainly from a portfolio of global equity investments and collective investment schemes.  The Sub-fund will be actively managed, with no particular bias towards a distinct style of investment as, at each stage of the economic cycle, a different approach may be appropriate. Investment may also be made in other transferable securities, money market instruments, cash and near cash and deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -5.6% -5.4% 4.0% -0.2% -4.0%
2017 4.0% 3.5% -0.6% -0.6% 1.7%
2016 14.0% -1.2% 3.7% 7.7% 3.3%
2015 1.7% 6.9% -2.6% -8.1% 6.3%
2014 5.4% -3.5% 0.5% 3.3% 5.2%
2013 13.6% 10.4% -3.1% 1.8% 4.3%
2012 4.6% 6.5% -4.6% 3.0% 0.0%
2011 -10.7% -1.3% -0.7% -11.3% 2.8%
2010 11.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares Physical Gold ETC 7.26%
iShares Core S&P 500 UCITS ETF 6.19%
Vanguard FTSE Japan UCITS USD ETF 5.98%
iShares Core MSCI EM IMI UCITS ETF USD (Acc) 5.21%
Stewart Investors Latin America B GBP Acc 5.20%
Kennox Strategic Value A Net Acc 5.12%
Man GLG Japan CoreAlpha Equity I USD Acc 4.59%
Wellington Global Health Care LS USD S C U H 4.57%
Jupiter UK Special Situations I (Acc) 4.51%
Schroder ISF Em Mkts Debt Abs Ret C Dis AV 3.85%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/09/2010
  • Share Class size19Mn
  • Base currencyGBX
  • ISIN GB00B5513D67

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment250

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).