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Fundquest Optimal Selection I

Ranked 28 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Objective

The management objective is to optimize the performance of the sub-fund through an average exposure to international equity markets of 20% and 80% to bonds through a discritionnary management approach based on a dynamic asset allocation with a preponderance in interest rate products. The fund aims to provide investors a portfolio of mutual funds to obtain an appreciation of investments while maintaining a limited level of risk over a peiod of 3 years or more.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.0%
2018 -8.3% -2.3% 0.4% 0.5% -6.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Italy
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date14/12/2017
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN FR0013290954

Purchase Info

  • Min. initial investment3Mn

Charges

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