Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

VT Garraway Multi Asset Growth A Acc

Ranked 390 out of 395 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 : 31/03/2018 - 31/03/2019
  • Rank 390/395 Total Return
  • Rank 369/395 Standard Deviation
  • Rank 392/395 Max Drawdown
Fund Name Currency Loss
390 Acacia GBP

-13.4%

391 The OHP Inc GBP

-13.7%

392 VT Garraway Multi Asset Growth A Acc GBP

-14.4%

393 The Beagle Fund Inc GBP

-16.0%

394 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

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 10.24%
GBP Future 27.94%
ULTRA BOND JUN9 19.77%
EMINI S&P MAR9 10.40%
MXN Future 10.00%
Schroder European Alpha Inc Z Acc 7.08%
VanEck Vectors Junior Gold Miners UCITS ETF A USD 6.61%
WAVERTON SOUTHEAST ASIAN FUND I US ACC 6.54%
CSOP Source FTSE China A50 ETF 6.36%
River and Mercantile UK Recovery B 5.26%
28/02/2019

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%

Related News

Boutique's big plans for £250m City Financial transfer

Garraway Capital Management will use the transfer of £250 million wort of assets from collapsed City Financial as the foundation to grow its business.

City Financial plunges into administration

The £1.2 billion fund firm is in the process of selling off its funds after falling into administration.

Troubled City Financial transfers Absolute Equity fund to boutique

The fund and three City Financial multi-asset funds are being transferred to Garraway Capital Management as the firm battles to secure a lifeline.

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