SVS TPI Growth 7 A Acc

Ranked 178 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide a total return of capital and income with a focus on capital growth. The majority of the Fund will be invested in equity instruments using predominantly actively allocated, but, passively implemented strategies. The Fund may also be invested in other asset classes such as fixed income (directly and indirectly), property (indirectly), commodities (indirectly), hedge funds (indirectly, ex: via listed securities) and private equities (indirectly, 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 may be used for investment purposes and Efficient Portfolio Management.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.2%
2018 -6.7% -2.8% 2.6% 1.4% -7.8%
2017 9.8% 3.5% 1.0% 1.8% 3.2%
2016 2.6% 7.1% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/01/2016
  • Share Class size111Mn
  • Base currencyGBP
  • ISIN GB00BYW6SY38

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).