P E Managed Inc

Ranked 41 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The fund’s objective is to provide capital growth and income by investing predominantly in an international diversified portfolio of equities, investment grade bonds, collective investment schemes and cash, together with exposure to alternative asset classes using a thematic research-led investment process focusing on industries, companies and management teams that are strongly positioned at a sectoral level and that are the beneficiaries of change.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019
  • Rank 41/262 Total Return
  • Rank 103/262 Standard Deviation
  • Rank 130/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -5.7% -6.9% 7.2% 2.9% -8.3%
2017 11.0% 5.7% 4.2% -3.3% 4.3%
2016 14.6% 0.9% 3.1% 9.6% 0.6%
2015 4.1% 5.0% -2.3% -2.7% 4.3%
2014 8.4% 1.0% 2.9% 0.2% 4.1%
2013 11.2% 10.2% -3.2% 3.7% 0.5%
2012 9.1% 6.0% -1.8% 4.9% -0.1%
2011 -4.0% -0.9% -0.4% -5.3% 2.7%
2010 12.0% 7.7% -6.9% 5.6% 5.7%
2009 15.6% -0.8% 3.0% 12.0% 1.0%
2008 -11.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Findlay Park American USD 4.68%
Royal Dutch Shell Plc B ORD 3.72%
HgCapital Trust PLC 3.12%
United Kingdom 1.250% 22-Nov-2027 3.07%
M&G Global Macro Bond J GBP Inc 3.06%
Coca-Cola Co ORD 2.93%
Inv Global Index Lkd Bond Inst S Inc 2.85%
Templeton Global Bond I (Mdis) GBP 2.77%
Worldwide Healthcare Trust PLC 2.45%
Visa Inc ORD 2.44%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/11/2007
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B28BXZ43

Purchase Info

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

Charges

  • Annual management1.35%
  • Initial investment7.50%

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