TM Levitas A - A Net Acc

Ranked 169 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide capital growth over the longer term. It is actively managed and primarily invested in a variety of collective investment schemes that include UK and international equities as well as exposure to fixed income investments and alternative investments. It may also invest in transferable securities, money market instruments, exchange traded funds, cash and cash deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -9.6% -5.3% 6.3% 2.0% -11.9%
2017 13.0% 5.1% 1.6% 1.0% 4.8%
2016 12.0% -0.5% -0.6% 9.6% 3.3%
2015 2.6% 6.2% -2.6% -7.2% 6.9%
2014 4.6% -0.4% 0.2% 0.7% 4.2%
2013 13.7% 7.7% -2.2% 4.6% 3.2%
2012 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/07/2012
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B7MSZS36

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).