S&W Gryphon Blackwall

Ranked 361 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the fund is to achieve a long term return by way of capital growth and income returns. At times the fund may make relatively significant changes to investments over short periods. The scheme property of the fund may consist of equities, debt securities (which can be corporate and/or government with no restrictions on duration or credit ratings), collective investment schemes, money market instruments, warrants and deposits to the extent permitted by the FCA Regulations.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019
  • Rank 361/399 Total Return
  • Rank 240/399 Standard Deviation
  • Rank 323/399 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 -8.4% -4.6% 4.5% -0.9% -7.2%
2017 10.1% 4.4% 1.9% 0.6% 2.9%
2016 17.9% 1.9% 3.5% 8.4% 3.1%
2015 -1.6% 5.5% -2.5% -7.1% 3.0%
2014 1.2% -0.7% 1.6% 0.2% 0.1%
2013 15.6% 11.0% -1.5% 2.8% 2.9%
2012 13.1% 7.4% -2.6% 6.7% 1.4%
2011 -1.1% 2.8% 1.2% -10.7% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/12/2010
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN GB00B54D8B66

Purchase Info

  • Min. initial investment100,000

Charges

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