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Russell Investments Mlt-Asst Gr Strg Stg A Roll-Up

Ranked 271 out of 387 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Vickers

David Vickers, CFA is a fund manager at Russell Investments. He has been with the firm since 2013 and prior to this, he was an investment manager at Sarasin and before that Baring Asset Management. He graduated from the University of Central Lancashire with a degree in Economics and enjoys soccer and skiing in his spare time.

Objective

The investment objective of The Multi-Asset Growth Strategy Sterling I is to seek to achieve long-termcapital appreciation. The Fund will seek to achieve this objective by investing predominantly in CIS andvarious securities and instruments that are listed on stock exchanges and/or regulated markets worldwideincluding, without limitation, Equities, Equity-Related Instruments and Fixed Income Securities.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% 0.2%
2017 7.0% 2.5% 1.3% 1.5% 1.6%
2016 8.4% 0.0% 2.9% 3.5% 1.9%
2015 1.6% 3.7% -0.7% -3.7% 2.4%
2014 4.9% 0.5% 1.8% 0.1% 2.4%
2013 9.7% 6.6% -1.0% 1.0% 3.1%
2012 9.5% 6.7% -3.3% 4.1% 2.0%
2011 -4.6% 1.9% 0.1% -10.1% 4.1%
2010 12.8% 5.9% -6.6% 7.2% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date09/12/2009
  • Share Class size1,866Mn
  • Base currencyGBP
  • ISIN IE00B4VK0N90

Purchase Info

  • Min. initial investment125,000
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.8

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