SVS TPI Defensive 7 A Acc

Ranked 189 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide a total return of capital and income, substantially by way of income. The majority of the Fund will be invested in fixed income and equity instruments (incl. collective investment schemes which, at times, may form a substantial part of the Fund) using predominantly actively allocated, but, passively implemented strategies. The Fund will also be invested indirectly in other asset classes such as property, commodities, hedge funds (ex: via listed securities) and private equities (ex: via listed securities). Exposure to the above asset classes will be gained through direct holdings of securities, collective investment schemes, ETFs, or derivatives with the objective of improving returns and controlling risk by increasing diversification within the portfolio. The Fund may also be invested in deposits, cash and near cash and money market instruments. 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 -2.7% -1.8% 0.9% 0.5% -2.2%
2017 2.8% 1.1% -0.5% 0.9% 1.2%
2016 1.6% 3.1% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/01/2016
  • Share Class size27Mn
  • Base currencyGBP
  • ISIN GB00BYW6ST84

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).