WM Multi-Asset Conservative B (USD) in liq

Ranked 19 out of 25 in - Conservative USD over 12 months
All calculations are in GBP unless stated

Managed by

Evan Grace

Objective

The fund seeks to achieve moderate capital growth with an emphasis on reducing the risk of capital loss, through significant exposure to fixed income. This investment objective may be achieved primarily through investment in open-ended collective investment schemes ("target funds") which gain exposure to equities, fixed income securities, real estate, commodities and currencies. Where there is no suitable target fund available, the Subfunds may also seek direct exposure to equities, fixed income securities and currencies and may use derivatives to gain indirect exposure to equities, fixed income securities, real estate, commodities and currencies.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative USD over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.6%
2018 2.2% -4.0% 6.7% 2.0% -2.1%
2017 -2.8% 0.8% -2.7% -1.6% 0.7%
2016 20.9% 2.8% 8.7% 3.9% 4.2%
2015 2.3% 9.2% -10.8% 0.9% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Spain
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date03/10/2014
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1106082685

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.95%

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