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Belvoir Global Allocation II Universal

Ranked 52 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Fabian Schenkel

Objective

The fund aims to achieve the highest possible capital growth. To achieve this the fund invests in different asset classes. The fund invests mainly in equities, equity funds and equity-related investments. Depending on the market situation it can also invest mostly in bonds, cash and other asset classes.The investments can be done globally and in any freely convertible currency and from all economic sectors. The fund may enter into derivative transactions to hedge asset positions or to achieve higher capital gains.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019
  • Rank 52/67 Total Return
  • Rank 63/67 Standard Deviation
  • Rank 61/67 Max Drawdown
Fund Name Currency Risk
61 Millennium Global Opportunities P I GBP

9.7

62 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

9.7

63 Belvoir Global Allocation II Universal GBP

10.1

64 LF Ruffer European O Acc GBP

12.4

65 DGC - Flexible Allocation A CHF GBP

12.8

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.3%
2018 -12.1% -5.0% 0.9% 3.1% -11.0%
2017 10.1% 4.9% 2.5% 0.4% 2.0%
2016 17.0% 4.0% 5.7% 6.8% -0.4%
2015 3.2% 3.1% -4.3% -0.5% 5.1%
2014 -4.9% -0.2% -2.9% -2.5% 0.7%
2013 7.3% 7.3% -2.3% -0.3% 2.7%
2012 2.7% 1.8% -4.7% 2.3% 3.5%
2011 -9.8% 1.6% 1.2% -15.1% 3.3%
2010 9.7% 5.1% -9.7% 9.7% 5.3%
2009 8.1% -6.4% -2.7% 15.7% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date20/11/2008
  • Share Class size27Mn
  • Base currencyUnits
  • ISIN DE000A0RA4N9

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

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