Russell Investments Multi-Asset 70 A

Ranked 18 out of 28 in - Aggressive USD over 12 months
All calculations are in GBP unless stated

Managed by

Thomas McDonald

Objective

The Fund's investment objective is to generate long-term capital appreciation while maintaining a moderate level of risk control. The Fund will seek to achieve this objective by investing predominantly in other Regulated Collective Investment Schemes that invest in equities, fixed income securities and alternative asset classes (being asset classes other than equity and fixed income, including cash). Approximately 70 per cent. of the Fund’s Net Asset Value will be invested in Regulated Collective Investment Schemes that invest in growth assets.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -4.2% -4.5% 5.4% 2.9% -7.5%
2017 4.8% 3.2% -0.9% 0.0% 2.4%
2016 23.9% 1.1% 8.0% 6.2% 6.8%
2015 4.6% 7.7% -5.8% -2.8% 6.1%
2014 9.8% -0.2% 0.1% 3.9% 5.8%
2013 11.4% 12.5% -0.7% -2.5% 2.4%
2012 7.7% 6.0% -2.2% 2.2% 1.6%
2011 -4.7% 0.7% 0.1% -9.8% 4.8%
2010 15.0% 9.7% -7.1% 5.4% 7.0%
2009 15.9% -6.6% 2.6% 18.0% 2.5%
2008 -11.8% -7.1% -2.3% -4.2% 1.5%
2007 5.9% 1.9% 1.9% 1.0% 1.0%
2006 -1.5% 3.9% -7.8% 1.9% 1.0%
2005 21.0% 0.7% 6.9% 6.6% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date22/10/2004
  • Share Class size137Mn
  • Base currencyUSD
  • ISIN IE00B02WN712

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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