S&W Gryphon Pebble

Ranked 126 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 intends to prioritise investments which have an ethical, socially responsible or environmental focus in their investment policy where such investments provide the opportunity for appropriate capital growth and/or income returns, but is not obliged to invest in investments with such a focus. 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.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -4.5% -3.4% 4.1% 2.3% -7.2%
2017 14.2% 5.4% 2.1% 1.9% 4.0%
2016 19.4% 2.5% 3.9% 10.2% 1.7%
2015 1.0% 6.3% -3.5% -6.6% 5.4%
2014 4.6% 0.4% 1.0% 1.0% 2.1%
2013 15.2% 10.9% -2.3% 3.0% 3.2%
2012 10.5% 7.4% -4.7% 4.9% 2.9%
2011 -8.6% -1.1% 0.3% -11.4% 4.0%
2010 11.4% 4.4% -5.9% 6.1% 6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/12/2009
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB00B54VQ619

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).