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EF Brompton Global Income I Inc

Ranked 338 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Gillian Lakin

Objective

To achieve an income with potential for some capital growth by investing in markets in both the UK and overseas. The Fund will principally invest in collective investment schemes, exchange traded funds and unregulated collective investment schemes (which include limited partnerships). The Fund may also invest in investment trusts (and similar instruments) and other transferable securities, money-market instruments, fixed income instruments, deposits and foreign exchange contracts. Investments will not be confined to any particular sector.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 338/395 Total Return
  • Rank 136/395 Standard Deviation
  • Rank 177/395 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -6.9% -3.2% 1.5% 0.8% -6.0%
2017 7.9% 3.1% 0.6% 1.1% 2.9%
2016 13.5% 2.8% 1.0% 6.7% 2.5%
2015 5.1% 6.5% -2.1% -2.6% 3.5%
2014 2.8% 0.9% 1.5% -0.5% 0.9%
2013 13.8% 8.3% -1.6% 2.8% 3.8%
2012 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/07/2012
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B54WNN09

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

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

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