VT iFunds Absolute Return Orange A Acc

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

Managed by

Nigel Baynes

Nigel Baynes is a fund manager at Marlborough Fund Managers. Baynes started his career in the industry as a software specialist developing portfolio management solutions for an asset management company. He worked as an investment analyst and then fund manager before setting up iFunds in 2001. With the growth in the ETF market, and ongoing development of the company's proprietary software based investment process, iFunds was able to team up with Marlborough and launch a range of actively managed ETF funds.

Objective

The Fund aims to deliver a level of return over rolling three year periods equivalent to cash (as measured by LIBOR) plus six per cent a year before fees and charges. There is no guarantee that a positive return will be achieved over this, or any period, and capital is at risk. The annualised volatility for the Fund is expected to be nine per cent per annum irrespective of general equity and bond market conditions. The Fund will seek to achieve its investment objective primarily through investment in exchange traded funds, transferable securities, and other regulated collective investment schemes.

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 1.2%
2018 -12.8% -7.1% 2.3% -0.6% -7.6%
2017 9.9% 3.0% 3.0% 0.5% 3.2%
2016 -3.1% 2.9% 8.4%
2015 -1.5% 1.2% -4.5% 0.6% 1.3%
2014 17.6% 2.6% 1.5% 3.7% 8.9%
2013 17.2% 14.3% 0.1% -1.1% 3.6%
2012 -2.0% 1.1% -4.8% -1.3% 3.2%
2011 -3.1% -1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
iShares UK Gilts 0-5yr UCITS ETF 18.93%
iShares Core UK Gilts UCITS ETF 18.28%
SPDR Bloomberg Barclays UK Gilt UCiTS ETF 16.37%
SPDR Bloomberg Barclays 1-5 Year Gilt UCITS ETF 14.78%
iShares Physical Gold ETC 8.84%
ETFS Short All Commodities 8.77%
Invesco Physical Gold ETC 8.47%
GBP Cash 5.56%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/05/2011
  • Share Class size32Mn
  • Base currencyGBX
  • ISIN GB00B3Z19M33

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).