SVS TPI Cautious 2 Income A Acc

Ranked 16 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To achieve income with capital growth. The Fund aims to have a yield in excess of what ordinarily can be expected from a basket of UK equities, consisting of the top thousand listed holdings in the UK based on capitalisation, by investing primarily in a selection of equities and fixed income securities. The Fund may also invest in money market instruments and deposits, cash and near cash. Exposure to the above asset classes may be gained through investment in collective investment schemes and transferable securities (including closed ended and ETFs). There are no geographic restrictions on the investments of the Fund. The Fund may seek to protect capital through the use of derivatives. Derivatives and forward transactions may only be used for Efficient Portfolio Management.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -1.8% -3.9% 2.8% 1.6% -2.2%
2017 5.6% 3.1% 1.8% 0.1% 0.6%
2016 8.2% 0.3% 3.2% 5.0% -0.5%
2015 -1.1% -0.6% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/03/2015
  • Share Class size124Mn
  • Base currencyGBP
  • ISIN GB00BV9FQW68

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).