SVS TPI Defensive 2 A Inc

Ranked 145 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To generate some capital growth and income growth while seeking to protect against the risk of a significant loss of capital, through diversified exposure, directly or indirectly, to equity and fixed income markets. The Fund will aim to achieve this by investing almost exclusively in other collective investment schemes which themselves have an equity and fixed income focus. The Fund may be invested up to 100% in collective investment vehicles. 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 -1.9% -1.4% 0.8% 0.9% -2.2%
2017 2.6% 1.2% 0.1% 0.3% 1.0%
2016 8.4% 2.7% 3.1% 2.3% 0.1%
2015 -0.8% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/06/2015
  • Share Class size136Mn
  • Base currencyGBP
  • ISIN GB00BWDBH809

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • 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).