RHFS Gro & Inc -The Seymour Discretionary Caut GBP

Ranked 77 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund will invest primarily in a range of regulated offshore collective investment schemes, which are non-United Kingdom situs assets. All of these collective investment schemes will have UK Reporting Fund Status. The Sub-Fund will not hold any direct fixed interest or equity stocks. The portfolio will be invested into a mixture of good quality United Kingdom government, corporate and international bond funds; together with United Kingdom and international equity funds.

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 -4.3% -3.2% 3.5% 0.1% -4.5%
2017 6.1% 2.9% 1.6% -1.0% 2.4%
2016 8.6% 0.6% 2.3% 6.3% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date03/07/2015
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN JE00BYP4DN81

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%

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