St James's Place Managed Growth L Acc

Ranked 199 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Johanna Kyrlund

Remi Olu-Pitan

Remi Olu-Pitan, CFA joined Schroders Investment Management Ltd in 2006 where she is a fund manager of the UK multi-asset portfolios and a member of the Strategic Investment Group Multi-Asset (SIGMA) specialising in equity and volatility research. Remi graduated from the London School of Economics with an MA in Statistics and Durham University with a BA in Business Finance.

Objective

Aims to provide capital appreciation over the medium to long term. Invests internationally with geographic asset allocation re-positioned monthly in line with the industry average. Value is added through the stock picking skills of the fund manager.

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 4.5%
2018 -5.0% -2.8% 4.0% 1.2% -7.1%
2017 7.0% 2.6% 0.6% 1.1% 2.5%
2016 19.1% 3.4% 3.4% 6.4% 4.7%
2015 -1.2% 5.6% -3.2% -6.0% 2.8%
2014 4.2% -1.1% 0.5% 1.0% 3.8%
2013 19.1% 8.9% 0.5% 4.1% 4.5%
2012 15.8% 9.4% -3.6% 5.5% 4.0%
2011 -5.4% 0.8% 1.5% -10.6% 3.4%
2010 8.2% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. United Kingdom

Fund Info

  • Launch date06/04/2010
  • Share Class size919Mn
  • Base currencyGBP
  • ISIN GB00B61T2B22

Purchase Info

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

Charges

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

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