TC New Horizon Global Balanced D GBP

Ranked 368 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to deliver long-term capital growth, by investing in a diversified portfolio of investment funds as well as in other assets. The investment funds chosen for the portfolio will be primarily Exchange Traded Funds (ETFs); these are designed to track a specified stock market index. The ETFs will, in turn, invest in a broad range of underlying assets, including the shares of global companies, bonds, property and commodities. The Fund can also invest in other types of investment funds as well as directly in global equities and in bonds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 1.5% 0.1% -7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date28/02/2018
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN IE00BF2F6G53

Purchase Info

  • Min. initial investment10,000

Charges

  • Annual management1.90%
  • 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).