S&W Forest Acc

Ranked 22 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective is to achieve growth in capital and income by investing in any country and in any economic sector of the world through a spread of assets and investment policies. The assets in which the Company may invest will be securities, units in collective investment schemes, money market instruments, deposits and cash or near cash investments, warrants and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019
  • Rank 22/262 Total Return
  • Rank 254/262 Standard Deviation
  • Rank 246/262 Max Drawdown
Fund Name Currency Risk
252 Unity Fund A Acc GBP

13.3

253 Royal London Sustainable World Trust A Inc GBP

13.4

254 S&W Forest Acc GBP

13.5

255 TM Levitas A - A Net Acc GBP

13.5

255 Thesis Lion Growth Inc GBP

13.5

Fund Name Currency Loss
244 VT Aggressive Portfolio Overlay C GBP

-11.9%

245 Jupiter Distribution and Growth GBP

-11.9%

246 S&W Forest Acc GBP

-12.0%

247 City Financial Adventurous GBP Acc GBP

-12.3%

248 7IM Adventurous C Acc GBP

-12.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.4%
2018 -7.3% -5.2% 6.8% 3.3% -11.4%
2017 14.2% 5.8% 1.2% 1.5% 5.2%
2016 21.6% 1.3% 5.7% 9.4% 3.8%
2015 7.3% 8.0% -3.0% -6.2% 9.2%
2014 8.5% 1.0% 1.9% 2.4% 2.9%
2013 17.1% 12.1% -0.6% 1.3% 3.8%
2012 7.8% 6.8% -5.4% 4.7% 1.9%
2011 -8.0% 1.0% -0.5% -11.8% 3.8%
2010 16.3% 7.9% -9.4% 8.4% 9.7%
2009 19.5% -9.3% 9.2% 17.6% 2.6%
2008 -22.3% -6.6% -2.9% -8.3% -6.6%
2007 7.4% 2.4% 6.0% -0.2% -0.7%
2006 8.2% 8.5% -7.1% 2.0% 5.2%
2005 30.3% 4.7% 5.3% 11.0% 6.4%
2004 8.3% 2.6% 1.1% 0.3% 4.2%
2003 4.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
MFG Global 2 GBP Acc 10.15%
Artisan Global Opportunities I USD Acc 9.37%
River and Mercantile Global Recovery S Inc 9.13%
Newton Global Emerging Markets F Acc 9.00%
Edgewood L Select US Select Growth I GBP D H (C) 7.99%
MS INVF Global Opportunity Z USD 7.89%
UBS (Irl) ETF plc-MSCI USA Value UCITS ETF (USD)Ad 7.68%
Veritas Global Focus D GBP RDR 7.52%
iShares Edge MSCI World Minimum Volatility ETF 5.05%
Franchise Partners Global Equity B USD 4.75%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/07/2003
  • Share Class size204Mn
  • Base currencyGBP
  • ISIN GB0033355057

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment3.00%

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