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Acumen Conservative Portfolio X Acc

Ranked 282 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Peel

Objective

The objective of the Fund is to seek to deliver long term capital growth by investing in a range of global financial markets. The Fund is conservatively managed and comprised of multi-asset investments.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.5%
2018 -5.6% -2.3% 0.6% 1.0% -4.9%
2017 4.5% 1.6% 0.3% 1.1% 1.5%
2016 15.8% 3.1% 5.2% 6.7% 0.1%
2015 0.2% 4.2% -3.7% -2.3% 2.3%
2014 4.2% 0.0% 0.0% 0.0% 4.2%
2013 0.0% 0.0% 0.0% 0.0% 0.0%
2012 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2014
  • Share Class size253Mn
  • Base currencyGBP
  • ISIN GB00B84LZT89

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.75%
  • Initial investment0.00%

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