S&W Gryphon Dover

Ranked 24 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 a long term return by way of capital growth and income returns. The Fund may at times privilege the pursuit of returns from income at the expense of capital growth. The scheme property of the Fund may consist of equities, debt securities, collective investment schemes, money market instruments, warrants and deposits to the extent permitted by the FSA Regulations.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 24/395 Total Return
  • Rank 343/395 Standard Deviation
  • Rank 324/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.1% -4.9% 7.7% 0.3% -7.6%
2017 8.8% 3.0% 2.9% 0.3% 2.3%
2016 14.5% 0.0% 1.5% 8.3% 4.1%
2015 2.2% 5.6% -1.4% -5.2% 3.5%
2014 3.0% 0.2% 1.2% 0.8% 0.9%
2013 25.1% 12.7% 0.9% 4.6% 5.2%
2012 15.1% 7.2% -1.6% 6.6% 2.3%
2011 -1.4% 1.5% 2.1% -10.7% 6.5%
2010 11.0% 4.6% -8.8% 11.3% 4.6%
2009 26.5% -12.2% 15.7% 21.8% 2.2%
2008 -24.8% -10.9% -4.9% -6.7% -4.9%
2007 -2.4% 2.4% 1.0% -3.9% -1.8%
2006 16.6% 7.7% -3.1% 4.8% 6.6%
2005 19.8% 3.8% 3.2% 6.7% 4.9%
2004 12.2% 1.9% 2.2% 0.8% 6.9%
2003 21.1% -5.2% 15.2% 2.8% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/12/2002
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN GB0032386715

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%
  • Initial investment7.00%

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