Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MGTS Frontier Cautious R GBP Acc

Ranked 194 out of 390 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Jealous

Objective

The investment objective is to provide long term growth and income through a cautious investment strategy using an actively managed portfolio with exposure at any one time to equities, fixed interest investments, money market instruments, cash and property funds (some of which may be unregulated). The Sub-Fund will invest mainly in the United Kingdom and Europe, with the possibility of some exposure to Asia Pacific and other world markets.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018
  • Rank 194/390 Total Return
  • Rank 298/390 Standard Deviation
  • Rank 321/390 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7%
2017 6.2% 2.5% 0.8% -0.4% 3.2%
2016 6.7% -0.2% -0.5% 6.4% 1.0%
2015 1.6% 3.8% -1.8% -4.1% 3.9%
2014 3.5% 0.6% 1.2% -0.2% 1.9%
2013 11.8% 6.8% -1.2% 3.3% 2.6%
2012 11.8% 5.4% -1.5% 4.9% 2.7%
2011 -0.6% 0.8% 1.2% -5.9% 3.6%
2010 9.6% 4.1% -4.8% 6.7% 3.6%
2009 16.7% -5.2% 6.3% 12.5% 2.9%
2008 -9.7% -3.2% -0.6% -3.5% -2.8%
2007 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/09/2007
  • Share Class size09Mn
  • Base currencyGBX
  • ISIN GB00B2487247

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.35%
  • Initial investment0

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