Andromeda Income GBP Acc

Ranked 394 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Investment objective of the Fund is to generate both an income stream and a growth of that income stream over the long term together with the potential for some growth of capital. This will be achieved predominantly through a diversified portfolio of global bonds and equities. 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 a growing level of income and capital return over the long term.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019
  • Rank 394/416 Total Return
  • Rank 306/416 Standard Deviation
  • Rank 375/416 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -10.1% -4.7% 2.1% 1.2% -8.6%
2017 1.3% 2.0% -0.8% -0.6% 0.7%
2016 8.2% 1.7% 1.0% 5.8% -0.5%
2015 -1.5% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2015
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB00BWNH3V33

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).