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VT Garraway Multi Asset Growth A Acc

Ranked 397 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Mark Harris

Mark Harris began his career in 1984 as a Claims Investigator and Underwriter at Municipal Mutual Insurance, moving on to enjoy spells with Aetna Unit Trust Management and Schroder Unit Trusts before joining HSBC Asset Management in July 1995. He initially took on the role of Client Investment Services Manager at HSBC, and was promoted to Fund Manager in 1999. Harris was appointed Head of Investment Management at Edinburgh Portfolio Ltd in 2002. He subsequently joined New Star as Head of Investment Management, Fund of Funds on Halloween 2003 following the group’s acquisition of several funds from Edinburgh Fund Managers. He is currently Head of Multi Asset at City Financial. Harris is a graduate of the University of Newcastle upon Tyne and holds a Bachelor’s Degree in Economics and Law.

Objective

The investment objective is to achieve consistent long term capital growth by investing across a global portfolio of assets. The Fund may be suitable for investors who are willing to invest over the medium to long term (5 years). This Fund invests in Investment Trusts, ETFs and other qualifying collective investment schemes (CIS). CIS invest in shares of companies and fixed interest securities globally.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019
  • Rank 397/399 Total Return
  • Rank 357/399 Standard Deviation
  • Rank 396/399 Max Drawdown
Fund Name Currency Loss
394 Acacia GBP

-13.4%

395 The OHP Inc GBP

-13.7%

396 VT Garraway Multi Asset Growth A Acc GBP

-14.4%

397 The Beagle Fund Inc GBP

-16.0%

398 EF 8AM Focussed A Inc GBP

-16.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -11.6% -6.2% 5.9% 0.2% -11.2%
2017 3.0% 1.6% 1.2% -1.1% 1.2%
2016 7.1% -2.7% -0.9% 8.9% 1.9%
2015 0.0% 9.4% -5.5% -7.1% 4.1%
2014 5.3% 3.2% -2.3% 0.0% 4.5%
2013 -0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Polar Capital Global Technology I GBP 10.36%
GBP Future 8.55%
CSOP Source FTSE China A50 ETF 7.02%
VanEck Vectors Junior Gold Miners UCITS ETF A USD 6.86%
Schroder European Alpha Inc Z Acc 6.39%
Waverton Southeast Asian I USD Acc 6.16%
Fidelity UK Opportunities W Acc 5.91%
River and Mercantile UK Recovery B 5.61%
BlackRock European Dynamic FD Acc 5.60%
EMINI S&P JUN9 5.10%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/11/2013
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB00BDZTGR16

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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