S&W Gryphon Peapod

Ranked 219 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 capital growth through investment primarily in regulated collective investment schemes which are themselves primarily invested in the United Kingdom. The fund may also invest directly in UK and international equities, bonds, money market instruments, deposits, warrants and other assets permitted by applicable regulations.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 219/395 Total Return
  • Rank 200/395 Standard Deviation
  • Rank 172/395 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 23.2% 3.5% 6.3% 8.2% 3.6%
2015 -0.9% 5.9% -3.3% -6.7% 3.8%
2014 3.6% 0.1% 1.4% 1.2% 0.8%
2013 10.2% 9.0% -2.8% 2.8% 1.1%
2012 8.3% 5.8% -3.6% 3.8% 2.3%
2011 -3.8% 0.4% 1.0% -8.0% 3.1%
2010 12.9% 6.6% -6.3% 6.2% 6.4%
2009 15.1% -7.4% 7.8% 13.9% 1.2%
2008 -17.6% -7.1% -1.7% -6.8% -3.2%
2007 3.7% 1.7% 2.6% -0.7% 0.0%
2006 7.2% 5.6% -5.0% 2.7% 4.1%
2005 22.3% 4.0% 4.1% 7.7% 4.9%
2004 11.7% -0.8% 1.9% 3.5% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2003
  • Share Class size32Mn
  • Base currencyGBP
  • ISIN GB0033873687

Purchase Info

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

Charges

  • Annual management1.00%
  • Initial investment1.00%

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