S&W Gryphon Brooklyn

Ranked 228 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the fund is to achieve long term return by way of capital growth and income returns. 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. At times, the Sub-fund may make material diversification a high priority.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 228/395 Total Return
  • Rank 198/395 Standard Deviation
  • Rank 173/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.9% -3.2% 2.5% 1.2% -6.3%
2017 9.0% 4.1% 0.5% 0.8% 3.4%
2016 23.0% 3.4% 6.2% 8.1% 3.6%
2015 -0.8% 5.9% -3.3% -6.7% 3.8%
2014 2.7% 0.0% 1.4% 1.0% 0.3%
2013 8.7% 9.0% -3.1% 2.5% 0.5%
2012 8.5% 5.8% -3.6% 3.9% 2.3%
2011 0.3% -8.2% 3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date15/03/2011
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB00B4ZYRM57

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).