LF Robin Acc

Ranked 79 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mark Wallace

Objective

To achieve annual returns through both capital growth and income receipts consistent with a moderate volatility. The fund invests in shares of UK and global companies, corporate and government debt securities, collective investment schemes and cash. The fund's performance is measured against the UK Bank of England Official Bank Ate + 4%. The fund has no specific target market, asset class or geographic sector.

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 6.5%
2018 -4.3% -3.4% 3.6% 2.0% -6.2%
2017 6.6% 2.5% 1.5% -0.7% 3.3%
2016 11.7% -0.4% 1.0% 6.2% 4.6%
2015 -0.4% 4.2% -2.3% -3.8% 1.7%
2014 7.7% -0.1% -0.4% 2.3% 5.8%
2013 9.9% 6.7% 0.4% 1.3% 1.3%
2012 5.4% 1.3% -0.3% 3.1% 1.2%
2011 -5.1% -0.5% 0.6% -7.5% 2.5%
2010 13.4% 4.9% -5.8% 6.0% 8.4%
2009 26.8% -1.7% 8.6% 14.8% 3.4%
2008 -21.9% -6.5% 0.3% -7.6% -9.9%
2007 0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Bares US Equity F USD 5.61%
Berkshire Hathaway Inc ORD 5.02%
United Kingdom 0.000% 18-Mar-2019 5.00%
United Kingdom 0.000% 11-Mar-2019 4.00%
Cederberg F USD 3.87%
Admiral Group PLC ORD 3.60%
American Express Co ORD 3.38%
Egerton Capital Equity Fund PLC I GBP REP 3.36%
Pentaris QIAIF plc - Phoenix UK Fund F GBP 3.33%
United Kingdom 0.000% 15-Apr-2019 3.20%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/07/2007
  • Share Class size26Mn
  • Base currencyGBP
  • ISIN GB00B23G6F54

Purchase Info

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

Charges

  • Annual management0.93%
  • 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).