Sanlam Accel Income A Net Income

Ranked 198 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Sanlam Accel Income Fund is to generate an income and to increase the value of your shares over the long term. The Fund will generally invest in other collective investment schemes (CIS). These CIS will invest in global equities (including ordinary shares, common stocks and other securities and with equity characteristics including preferred stock), cash, cash equivalents (including commercial paper and certificates of deposits), money market instruments (including banker's acceptance and notice deposits), global bonds (which may be government and/or corporate, fixed and/or floating or non investment grade), real estate investment trusts and global equity linked securities (which may include, but are not limited to, such instruments as common stock and shares) which are listed on Recognised Markets.

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 -5.9% -3.4% 2.9% 0.4% -5.7%
2017 8.9% 3.5% 1.8% 0.9% 2.5%
2016 11.3% 1.1% 1.2% 7.2% 1.5%
2015 1.2% 3.4% -2.0% -2.6% 2.5%
2014 0.1% 0.1% 0.4% -1.2% 0.9%
2013 -2.1% 2.3% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/03/2013
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN IE00B96LZY83

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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