Quilter Investors Managed Fund B Acc

Ranked 170 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Lee Freeman-Shor

Lee Freeman-Shor was born in Nottingham in 1974 and graduated from Nottingham Trent University with a Bachelor of Law degree. He started his career in 1999 as an independent investment consultant at Chiltern Financial Services Ltd and in 2001 he joined Alexander Hall Associates where he was the head of investments. Lee joined Winterthur Life UK Ltd in 2002 where he was an investment development manager before joining Skandia Investment Group in 2005 where he was the co-head of equity research and is currently a fund manager. He holds the Financial Planning Cerificate from the Chartered Insurance Institute and also holds the Investment Management Certificate from the UK Society of Investment Professionals. Outside of fund management he enjoys tennis and the cinema and theatre.

Anthony Gillham

Objective

The fund aims to provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Old Mutual collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the fund may invest in.

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 7.0%
2018 -9.2% -5.7% 5.2% 1.3% -9.7%
2017 9.4% 3.6% 0.7% 1.0% 3.9%
2016 10.2% -1.1% 1.7% 6.6% 2.8%
2015 3.3% 5.3% -2.5% -3.3% 4.0%
2014 5.3% 2.0% 0.1% 0.3% 2.8%
2013 20.7% 11.0% 2.1% 2.2% 4.2%
2012 15.3% 8.7% -3.0% 5.6% 3.6%
2011 -4.9% 1.3% 1.0% -11.4% 4.7%
2010 14.9% 6.5% -8.1% 9.6% 7.0%
2009 25.9% -7.1% 12.3% 19.1% 1.3%
2008 -27.0% -7.8% -1.9% -11.6% -8.8%
2007 4.2% 3.4% 4.3% -0.9% -2.4%
2006 16.2% 9.3% -4.4% 3.1% 7.9%
2005 26.0% 3.9% 4.7% 8.6% 6.6%
2004 9.6% 0.6% 0.2% 1.6% 7.0%
2003 16.8% -2.8% 11.0% 2.0% 6.1%
2002 -26.3% 0.1% -12.4% -17.2% 1.5%
2001 -14.9% -9.9% 1.2% -15.1% 10.0%
2000 -5.9% 3.1% -3.6% 1.7% -6.9%
1999 35.1% 6.8% 1.0% -4.1% 30.7%
1998 16.5% 12.9% 2.1% -12.3% 15.2%
1997 20.3% 5.3% 5.8% 10.4% -2.2%
1996 14.5% 3.2% 2.3% 4.8% 3.5%
1995 14.7% -1.5% 2.8% 7.6% 5.3%
1994 -8.1% -3.0% -5.5% 1.9% -1.6%
1993 23.6% 2.8% 3.5% 6.5% 9.1%
1992 16.9% 2.4% -0.1% 1.4% 12.7%
1991 17.9% 16.4% 0.6% 4.2% -3.3%
1990 -17.3% -8.0% 4.1% -18.2% 5.7%
1989 32.1% 10.6% 6.9% 6.4% 5.1%
1988 10.0% 3.0% 5.7% -0.1% 1.2%
1987 3.5% 12.4% 11.8% 5.4% -21.8%
1986 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Merian North American Equity A Acc 10.99%
Merian Global Equity Income (IRL) R GBP Inc 7.76%
Merian UK Equity Income A Inc 7.22%
Merian Monthly Income Bond A Inc 7.07%
Merian Corporate Bond U2 GBP Inc 7.02%
Merian Global Equity Abs Return GBP R Acc Hdgd 6.71%
Merian UK Alpha U2 GBP Inc 6.12%
BCIF Japan Equity Tracker L Acc 5.91%
Merian UK Mid Cap U2 GBP Inc 3.62%
Old Mutual European Best Ideas U2 (GBP) Acc 2.68%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/11/1985
  • Share Class size26Mn
  • Base currencyGBP
  • ISIN GB00B1XG7V15

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment4.00%

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