Spectrum O Acc

Ranked 46 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Tom Yeowart

Tom Yeowart joined Troy Asset Management in 2014, to manage the Spectrum Fund. Before moving to Troy, he spent three years at Rothschild where he specialised in fund research. Prior to that, Tom was a portfolio manager at Kaupthing Singer & Friedlander and Williams de Broe (which acquired the Singer & Friedlander Wealth Management business in 2008). Tom began his career at Brewin Dolphin, after graduating from Oxford University in 2005.

Objective

The investment objective of the Fund is to produce long term capital growth. The funds policy is diversified investment predominantly in collective investment schemes, though the fund may be invested in bonds, equities, cash and other eligible instruments from time to time. The Fund may invest up to 100% of its assets in collective investment schemes

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 46/262 Total Return
  • Rank 126/262 Standard Deviation
  • Rank 46/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -3.3% -4.0% 5.5% 2.3% -6.8%
2017 10.4% 5.1% 1.9% 0.0% 3.1%
2016 19.7% 3.5% 4.8% 8.6% 1.7%
2015 5.3% 6.4% -2.2% -5.1% 6.6%
2014 7.5% -0.3% 3.2% 1.2% 3.2%
2013 3.6% 8.2% -6.9% 2.3% 0.5%
2012 6.4% 3.7% -1.3% 3.0% 1.0%
2011 -3.5% -2.6% 0.9% -2.3% 0.5%
2010 17.8% 6.2% -0.2% 2.9% 8.1%
2009 19.5% -4.0% 2.9% 17.6% 2.8%
2008 -0.9% -4.1% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Egerton Capital Equity Fund PLC A Rep GBP 7.64%
Findlay Park American USD 7.57%
Polar Capital Global Insurance F GBP Acc 6.32%
United Kingdom 0.000% 18-Feb-2019 5.39%
TB Evenlode Income C Inc 5.09%
Lindsell Train Global Equity B 5.04%
Stewart Investors Asia Pacific Leaders B GBP Acc 4.92%
Morant Wright Sakura GBP-Hedged 4.80%
Real Return Fund A GBP 4.55%
Samarang Asian Prosperity A1 Dis 4.50%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/02/2008
  • Share Class size122Mn
  • Base currencyGBP
  • ISIN GB00B2990B27

Purchase Info

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

Charges

  • Annual management0.65%
  • 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).