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HC Verbatim Multi-Index Portfolio 4 A Acc GBP

Ranked 92 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund will use a broadly cautious managed investment strategy with the aim of achieving capital growth over the medium to longer term. To deliver steady capital growth over the medium to long term whilst aiming to minimise potential losses using a cautious investment approach. This is achieved by blending a diversified selection of funds, including quality UK and North American equity, bond and property funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -4.1% -3.7% 4.1% 0.6% -4.8%
2017 6.7% 2.4% 0.7% -0.3% 3.8%
2016 14.4% 1.2% 3.2% 8.0% 1.4%
2015 2.2% 5.1% -3.1% -3.2% 3.7%
2014 7.2% 0.7% 2.0% 1.0% 3.2%
2013 8.0% 5.3% -2.9% 2.4% 3.1%
2012 7.1% 4.2% -2.6% 3.6% 1.9%
2011 -2.0% -0.4% 2.1% -6.6% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BCIF North American Equity Tracker L Acc 15.72%
Vanguard Global Bond Index Inst Plus GBP Hgd Acc 15.32%
JPM GBP Liquidity VNAV W Acc 9.43%
iShares UK Property UCITS ETF 8.98%
BCIF Corporate Bond Tracker L Acc 7.30%
Vanguard UK ShortTerm Invt Grd Bd Inst Plus Acc 7.19%
Vanguard FTSE UK AllShareIdx UnitTr InstPls GBP Ac 7.11%
BCIF UK Equity Tracker L Acc 7.02%
BCIF Pacific Ex Japan Equity Tracker L Acc 3.84%
BCIF Japan Equity Tracker L Acc 3.43%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date20/10/2010
  • Share Class size40Mn
  • Base currencyGBX
  • ISIN GB00B4N5YW98

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment250,000

Charges

  • Annual management0.40%
  • 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).