Omnis Multi-Manager Cautious B Acc

Ranked 148 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve capital growth. It is expected that exposure to equities will typically make up the majority of the Fund’s assets.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.3% -2.9% 3.8% 0.1% -4.2%
2017 5.3% 2.0% 0.8% -0.1% 2.5%
2016 10.6% 0.2% 2.9% 6.6% 0.6%
2015 3.1% 5.1% -1.5% -3.3% 3.1%
2014 5.1% 0.7% 0.6% 1.1% 2.7%
2013 10.9% 5.7% -0.9% 2.3% 3.4%
2012 8.3% 3.8% -1.6% 3.2% 2.7%
2011 -2.2% 1.5% 0.3% -6.4% 2.7%
2010 11.4% 5.4% -4.6% 6.7% 3.7%
2009 17.4% -5.0% 7.0% 12.8% 2.4%
2008 -1.7% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2008
  • Share Class size84Mn
  • Base currencyGBP
  • ISIN GB00B39KST69

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • 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).