S&W Worldwide

Ranked 45 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective is to provide capital growth principally through diversified investment in UK and overseas equities and bonds. The fund will invest principally in UK and overseas equities and bonds. There will be no particular emphasis on any geographical area, industry or economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 45/395 Total Return
  • Rank 274/395 Standard Deviation
  • Rank 214/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.6% -3.7% 3.9% 2.5% -6.0%
2017 7.0% 2.4% 2.2% -0.7% 2.9%
2016 11.7% -0.4% 1.0% 6.5% 4.2%
2015 0.4% 4.0% -1.6% -4.6% 2.9%
2014 6.4% 0.8% 0.5% 1.7% 3.4%
2013 10.9% 7.8% -1.7% 2.8% 1.9%
2012 9.1% 4.5% -3.2% 5.2% 2.6%
2011 -7.6% -0.9% 0.1% -6.6% -0.2%
2010 12.5% 5.4% -6.1% 5.7% 7.5%
2009 15.5% -2.8% 1.7% 13.2% 3.2%
2008 -13.0% -5.1% 1.5% -3.7% -6.2%
2007 11.4% 2.0% 3.5% 2.7% 2.7%
2006 11.6% 6.0% -6.8% 5.5% 7.0%
2005 21.5% 2.0% 5.1% 7.9% 5.2%
2004 9.6% 0.9% 1.5% 0.8% 6.2%
2003 22.2% -1.9% 11.1% 8.5% 3.3%
2002 -23.0% 1.7% -12.6% -17.2% 4.7%
2001 -15.7% -7.1% -0.7% -17.1% 10.3%
2000 -6.5% -4.5% 1.0% 0.4% -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/10/1999
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN GB0008528035

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management0.97%
  • Initial investment7.50%

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