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How £800m IFA Save & Invest runs its clients' money

How £800m IFA Save & Invest runs its clients' money

Jeffrey Deans says, although its unique back-office reporting system is central to the service it provides, Save & Invest is still a face-to-face advice business at its core

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : 7.8% (31 March 2018 - 31 March 2019)
Currency Total Return Standard Deviation Max Drawdown
1 of 25

AB SICAV I-All Market Income Pf I USD

GBP

11.8%

6.5

-3.6%

2 of 25

UBS (Lux) SS - System Alloc Portf Defens (USD) Pa

GBP

11.7%

5.8

-2.2%

3 of 25

JPM Access Capital Preservation USD A Acc

GBP

10.6%

5.3

-2.0%

4 of 25

UBS (Lux) Strategy SICAV - Income (USD) P-acc

GBP

10.4%

5.2

-1.7%

5 of 25

IFSL Tilney B Global Defensive B USD Acc

GBP

10.2%

5.3

-2.4%

6 of 25

UBS (Lux) Strategy Fd - Yield (USD) P-acc

GBP

9.8%

6.0

-3.3%

7 of 25

Nedgroup IF Global Cautious A USD Acc

GBP

9.6%

5.4

-2.3%

8 of 25

Janus H Glo Adapt Capital Preserv I$acc

GBP

9.6%

5.5

-3.1%

9 of 25

HSBC Portfolios World Selection 1 AC USD

GBP

9.5%

4.7

-1.3%

10 of 25

Julius Baer Strategy Income-USD B

GBP

9.4%

5.5

-2.5%

11 of 25

PIMCO GIS Strategic Income ECl USD Acc

GBP

9.2%

4.3

-1.5%

12 of 25

Goldman Sachs Glo Mlt-Ast Csv Pf Base Acc USD

GBP

9.2%

5.4

-2.4%

13 of 25

First Eagle Amundi Income Builder Fund - AU (C)

GBP

9.1%

6.1

-3.9%

14 of 25

Franklin NextStep Conservative A (acc) USD

GBP

8.6%

4.6

-1.7%

15 of 25

GAM Star Target Return USD Inst Acc

GBP

8.6%

6.1

-3.4%

16 of 25

UBAM Multifunds Allocation 30 AC USD

GBP

8.0%

5.1

-2.8%

16 of 25

Franklin NextStep Stable Growth A (acc) USD

GBP

8.0%

4.9

-1.6%

18 of 25

LO Selection - The Conservative USD MA

GBP

7.4%

5.1

-2.9%

19 of 25

WM Multi-Asset Conservative B (USD) in liq

GBP

7.1%

5.9

-4.0%

20 of 25

Oasis Crescent Glbl Low Equity Balanced B USD Acc

GBP

7.0%

6.7

-4.3%

21 of 25

Legg Mason QS Conservative A USD Acc

GBP

5.5%

4.6

-2.6%

22 of 25

UBAM Real Return ID USD

GBP

4.3%

8.4

-9.7%

23 of 25

Coutts Multi Asset Global Defensive GBP A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

0.4%

5.3

-4.8%

24 of 25

Pacific Multi-Asset Accumulator-Def GBP Inst

GBP

-0.2%

3.0

-2.9%

25 of 25

Wellington Dynamic Dvsfd Inc EUR S Inc H

GBP

-3.3%

5.5

-7.9%

Funds with less than 12 months history are below. View 1 month performance

SWC (LU) PF Responsible Relax (USD) AT

SWC (LU) PF Responsible Select (USD) AT

UBS (Lux) SS-Systematic Alloc Ptfl Def Clsc(USD)Pa

Show more funds
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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