SVS TPI Cautious 6 Acc

Ranked 149 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated


The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The investment manager will seek to diversify the Funds exposures across asset classes and vary the total market exposure as required. To achieve the objective the Sub-Fund will be invested in a range of higher and lower risk assets. Exposure to higher risk assets is expected to represent between 25% and 65% of assets reflecting the cautious nature of the Fund.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
2018 -3.5% -1.9% 2.3% 1.3% -5.1%
2017 8.3% 3.7% 0.9% 1.4% 2.2%
2016 1.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
UBS FTSE RAFI Developed 1000 Index K Acc 14.00%
UBS MSCI World Minimum Volatility Index K Acc 13.77%
GBP Forward Contract 10.02%
UBS Sterling Corp Bd Indx Acc K Gr 8.89%
Cash and Cash Equivalents 7.51%
United Kingdom 0.000% 15-Jul-2019 5.91%
United Kingdom 0.000% 29-Jul-2019 5.34%
UBS (Irl) Investor Selection – Currency Allocation Return Strategy (GBP) I-A1-acc 4.67%
United Kingdom 0.000% 11-Feb-2019 4.52%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/08/2016
  • Share Class size143Mn
  • Base currencyGBX
  • ISIN GB00BYM57S75

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0


  • 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).