SVS TPI Defensive 6 A Acc

Ranked 158 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

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 fund's exposures across asset classes and vary the total market exposure as required. To achieve the objective the Fund will be invested in a range of higher and lower risk assets. Higher risk assets include domestic and international equities, property, commodities and absolute return strategies.

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 -2.3% -1.4% 1.8% 0.9% -3.6%
2017 6.6% 3.4% 0.6% 1.1% 1.4%
2016 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/08/2016
  • Share Class size32Mn
  • Base currencyGBX
  • ISIN GB00BYM57X29

Purchase Info

  • Min. initial investment100
  • 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).