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Andromeda Growth GBP Inc

Ranked 26 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to achieve capital growth over the long term predominantly through a diversified portfolio of global equities and bonds. The fund may also invest in collective investment schemes, money market instruments and cash and near cash, warrants and other transferable securities. Subject to the COLL Sourcebook, the relative weightings of each asset class, including cash, will be determined by the Investment Manager's view on worldwide securities markets, and their ability to provide capital return over the long term.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -4.0% -4.8% 5.4% 4.9% -8.8%
2017 8.7% 3.1% 0.9% 0.4% 4.1%
2016 14.2% 0.1% 2.9% 6.5% 4.1%
2015 -3.8% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date01/06/2015
  • Share Class size49Mn
  • Base currencyGBP
  • ISIN GB00BWNH3Z70

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.16%
  • Initial investment7.50%

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