Aurinko Acc

Ranked 54 out of 416 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide a combination of income and capital growth by investing mainly in a wide range of shares traded in the UK and around the world. The Fund may also invest in bonds issued by companies, governments and other organisations, other investment funds and cash, deposits and money market instruments. The Fund may use derivatives for Efficient Portfolio Management, i.e. to protect against market or currency movements, to reduce costs, or to earn income or capital.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2018 - 31/05/2019
  • Rank 54/416 Total Return
  • Rank 322/416 Standard Deviation
  • Rank 271/416 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -5.6% -4.2% 5.3% 0.6% -7.0%
2017 11.2% 3.9% 2.5% 1.9% 2.5%
2016 11.9% 0.0% 3.3% 6.4% 1.9%
2015 1.7% 3.8% -0.7% -5.4% 4.3%
2014 3.8% -0.2% 1.8% 0.7% 1.4%
2013 17.0% 9.7% 0.1% 3.9% 2.6%
2012 11.2% 5.9% -2.0% 5.6% 1.4%
2011 -1.5% 0.4% 0.7% -8.0% 6.0%
2010 15.1% 7.1% -4.3% 4.9% 7.1%
2009 21.0% -2.6% 5.1% 13.3% 4.3%
2008 -17.4% -4.3% -1.6% -2.4% -10.1%
2007 3.7% 3.3% 2.7% -1.7% -0.6%
2006 10.2% 6.2% -4.7% 4.4% 4.3%
2005 18.5% 2.8% 1.0% 9.4% 4.4%
2004 9.9% 1.2% 1.7% 0.7% 6.0%
2003 9.6% -2.2% 6.8% 2.7% 2.1%
2002 -16.4% 1.2% -8.6% -10.7% 1.3%
2001 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/07/2001
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB0030608185

Purchase Info

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

Charges

  • Annual management1.30%
  • 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).