Smartfund Growth Fund A

Ranked 254 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Sub-fund's investment objective is to provide long term capital growth from a multi asset portfolio and to manage volatilty of the Sub-Fund's net asset value. The Investment Manager shall determine the allocation to the constituents of the strategy on a discretionary basis, subject to a minimum allocation of 0% to fixed income, a maximum allocation of 100% to equities and maximum allocation of 40% to foreign exchange and alternative assets aggregate.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.6%
2018 -11.5% -6.5% 3.0% 2.1% -10.0%
2017 10.8% 4.0% 1.5% 1.3% 3.6%
2016 5.3% 6.8% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Arab Emirates
  4. United Kingdom

Fund Info

  • Launch date18/03/2016
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN IE00BYNW7V00

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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