Libero Balanced B Acc

Ranked 67 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

William Buckhurst

William Buckhurst has been a partner and fund manager at Cheviot Asset Management since joining the company in 2006. He manages multi-asset funds and institutional mandates. After graduating from Newcastle University with a degree in classical studies he worked at both Laing & Cruickshank Investment Management and UBS Wealth Management as an investment advisor. Buckhurst holds the IMC and MCSI qualifications. In his spare time he enjoys shooting and also soccer.

Objective

The Balanced Fund aims to produce a balance between income and capital growth through a balanced investment strategy by investing in a well diversified spread of equities, bonds, and collective funds from each asset class and/or geographical sector. We have an active approach to stock-picking in UK and overseas markets.

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 8.0%
2018 -5.3% -3.4% 5.8% 1.0% -8.2%
2017 11.2% 4.7% 1.1% 1.7% 3.4%
2016 16.2% 0.9% 2.6% 9.9% 2.2%
2015 5.0% 6.7% -2.2% -3.7% 4.4%
2014 5.9% 0.2% 1.3% 1.1% 3.2%
2013 20.3% 11.5% -1.5% 4.8% 4.5%
2012 11.4% 6.7% -3.2% 5.9% 2.0%
2011 -0.3% -8.3% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/03/2011
  • Share Class size11Mn
  • Base currencyGBX
  • ISIN GB00B4S5LT06

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

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).