S&W Gryphon Veracruz

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 a total return by way of a combination of income and capital returns. The extent to which the fund seeks returns by way of income may change significantly over time. 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 : 28/02/2018 - 28/02/2019
  • Rank 228/395 Total Return
  • Rank 191/395 Standard Deviation
  • Rank 160/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -6.0% -3.4% 2.5% 1.2% -6.2%
2017 9.2% 4.1% 0.5% 0.8% 3.5%
2016 24.1% 3.5% 6.4% 8.4% 3.8%
2015 -0.9% 5.9% -3.3% -6.7% 3.8%
2014 2.8% 0.0% 1.4% 1.1% 0.3%
2013 8.4% 8.8% -3.3% 2.7% 0.4%
2012 8.1% 5.4% -3.5% 3.9% 2.3%
2011 -4.2% 0.4% 0.5% -8.5% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/12/2010
  • Share Class size76Mn
  • Base currencyGBP
  • ISIN GB00B5194V95

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).