WAY MA Cautious Portfolio

Ranked 377 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Sean Standen

Objective

The Fund seeks to provide a worthwhile level of capital growth through investment in a diversified and therefore lower risk portfolio of collective investment schemes, investment trusts, other transferable securities, cash or near cash, deposits and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2018 - 28/02/2019
  • Rank 377/395 Total Return
  • Rank 162/395 Standard Deviation
  • Rank 207/395 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -7.4% -3.5% 1.7% 0.6% -6.2%
2017 6.1% 2.6% 0.7% 0.1% 2.5%
2016 10.2% -0.9% 1.3% 7.1% 2.5%
2015 2.7% 5.1% -1.8% -4.6% 4.3%
2014 2.4% -0.6% 0.3% 1.0% 1.6%
2013 8.9% 6.4% -1.1% 1.8% 1.7%
2012 6.6% 3.9% -2.3% 3.1% 1.8%
2011 -5.5% 0.1% 0.0% -6.8% 1.3%
2010 9.4% 4.2% -4.6% 4.5% 5.3%
2009 17.3% -3.1% 5.7% 11.4% 2.8%
2008 -3.2% -5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2008
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN GB00B39TFD63

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Annual management1.45%
  • Initial investment5.25%

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