RBC Funds (Lux) Growth Portfolio O GBP H Cap

Ranked 28 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Sarah Riopelle

Objective

The objective of the fund is to provide investors with the potential for long-term capital growth. The fund will aim to invest from 55% to 85% of its assets in equity funds and from 15% to 45% in cash and fixed-income funds.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019
  • Rank 28/28 Total Return
  • Rank 19/28 Standard Deviation
  • Rank 22/28 Max Drawdown
Fund Name Currency Return
24 Franklin NextStep Dynamic Growth A (acc) USD GBP

5.5%

25 Berenberg Syst Approach - Stockpicker Protect Fd B GBP

4.4%

26 Sylvan Bromfield Investments GBP

3.3%

27 Sylvan Global Opportunities GBP

3.3%

28 RBC Funds (Lux) Growth Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

Fund Name Currency Loss
20 HSBC Portfolios World Selection 5 AC USD GBP

-9.7%

21 CGWM Affinity A USD Acc GBP

-10.4%

22 RBC Funds (Lux) Growth Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

-10.4%

23 Russell Investments Multi-Asset 90 A GBP

-11.2%

24 Berenberg Syst Approach - Stockpicker Protect Fd B GBP

-11.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -10.7% -2.3% -0.2% 1.9% -10.1%
2017 16.1% 4.5% 3.9% 2.9% 4.0%
2016 4.0% 0.2% -0.2% 4.3% -0.3%
2015 -3.2% 2.1% -0.6% -7.8% 3.4%
2014 5.0% 1.6% 3.3% -2.2% 2.3%
2013 16.5% 6.1% 0.3% 4.6% 4.7%
2012 2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date05/09/2012
  • Base currencyUSD
  • ISIN LU0820968336
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.45%

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