WM Multi-Asset Moderate B (USD) in liq

Ranked 1 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Evan Grace

Objective

The fund seeks to balance attractive capital growth while attempting to limit the risk of capital loss through exposure to equities and 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

Balanced GBP over : 28/02/2018 - 28/02/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 0.5% -4.3% 6.4% 1.9% -3.2%
2017 -0.8% 1.8% -2.1% -1.3% 0.9%
2016 21.6% 2.3% 8.9% 4.6% 4.3%
2015 2.6% 9.5% -9.9% -1.1% 5.3%

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 size02Mn
  • Base currencyUSD
  • ISIN LU1106084384

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).