St James's Place Strategic Managed L Acc

Ranked 108 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Richard Colwell

Richard Colwell is a portfolio manager and head of UK equities at Columbia Threadneedle Investments. He manages the Threadneedle UK Growth & Income fund, Threadneedle UK Equity Income fund and the Threadneedle UK Equity Alpha Income fund. He also co-manages the Threadneedle Monthly Extra Income fund and has research responsibility across all sectors. Before joining the company, he ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders.

Jonathan Crown

Alasdair Ross

Alasdair Ross was born in 1978 in London. He joined Columbia Threadneedle in 2003 as an investment analyst. Prior to this, he was on the commercial graduate programme at BP plc. Alasdair earned his degree in Politics, Philosophy and Economics from Oxford University and is a Chartered Financial Analyst and holds memberships of UKSIP and the CFA Institute. Outside of fund management his interests include golf, tennis, soccer, chess and reading.

Objective

The fund aims to provide capital growth over the medium to long term by investing in UK and overseas assets, including shares, fixed interest and index linked bonds issued by companies and governments, collective investment schemes, cash and similar assets.

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 5.8%
2018 -5.6% -4.6% 6.6% 0.6% -7.8%
2017 5.7% 3.4% 1.3% 0.3% 0.7%
2016 14.6% 2.4% 2.9% 6.0% 2.6%
2015 2.6% 4.7% -2.3% -4.1% 4.5%
2014 2.6% 1.5% -0.1% -0.7% 1.8%
2013 16.0% 11.5% 0.1% 0.9% 3.0%
2012 4.7% 4.5% -2.3% 2.5% 0.1%
2011 0.6% 0.5% 2.4% -6.5% 4.4%
2010 6.2% 4.1%

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 size859Mn
  • Base currencyGBP
  • ISIN GB00B64LNW33

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).