7IM Mulgy Net Inc

Ranked 380 out of 429 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to provide long term capital and income growth by gaining exposure to a broad range of investments which may include equities, fixed interest securities and alternative assets principally through investment in collective investment schemes (including those managed or operated by the ACD). The Fund may also invest in transferable securities, money market instruments, deposits and cash and near cash. There will be no particular emphasis on any geographical area or any industrial or economic sector.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 28/02/2019 - 31/05/2019
  • Rank 380/429 Total Return
  • Rank 81/429 Standard Deviation
  • Rank 133/429 Max Drawdown
Fund Name Currency Loss
133 Barclays GlobalBeta Portfolio 2 AA GBP GBP

-0.8%

133 BlackRock Consensus 70 A Acc GBP

-0.8%

133 VAM Cautious A GBP GBP

-0.8%

133 7IM Mulgy Net Inc GBP

-0.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.5%
2018 -4.1% -1.5% 1.9% 0.7% -5.2%
2017 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/08/2017
  • Share Class size21Mn
  • Base currencyGBP
  • ISIN GB00BDFBRS57

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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