St James's Place Balanced Managed L Acc

Ranked 92 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Trust aims to provide capital appreciation over the medium to long term. To achieve this, the Trust invests in UK and overseas shares, fixed interest and index linked securities, collective investment schemes, cash and near cash. Value is added through the stock picking skills of the investment adviser.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.0%
2018 -5.8% -4.0% 6.0% 0.7% -8.0%
2017 7.8% 3.6% 1.1% 0.5% 2.4%
2016 12.3% -0.4% 3.1% 6.9% 2.4%
2015 2.8% 5.5% -2.4% -4.8% 4.8%
2014 3.0% -0.2% 0.4% 0.7% 2.1%
2013 17.5% 9.4% -1.0% 3.7% 4.6%
2012 11.5% 7.0% -3.2% 5.1% 2.4%
2011 -3.2% 0.3% 1.9% -9.7% 4.9%
2010 10.3% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/2010
  • Share Class size881Mn
  • Base currencyGBP
  • ISIN GB00B63W3X82

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment5.00%

Related News

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