MI Diversified Strategy C Acc

Ranked 279 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective is to achieve long term capital growth. The Fund intends to meet its objectives through exposure to a combination of equities, fixed interest and structured products. The majority of the Fund's exposure will be to equities. It may also have exposure to property. With the exception of structured products, this exposure will be through investment in OEICs, Unit Trusts, Investment Trusts, Exchange Traded Funds and other collective investment schemes across several management groups. It may also invest in equities from the world's major markets, bonds and other transferable securities. The Fund has no specific limits on exposures to any asset class, geographic area, industry or economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 279/395 Total Return
  • Rank 356/395 Standard Deviation
  • Rank 351/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.4% -3.2% 4.6% 1.4% -8.8%
2017 13.1% 4.4% 2.3% 1.7% 4.2%
2016 14.2% 0.2% 1.9% 8.8% 2.8%
2015 -7.2% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/05/2015
  • Base currencyGBP
  • ISIN GB00BVVQ7J15

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.15%
  • Initial investment0.00%

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