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IFML Vitality Multi-Asset Growth D Acc GBP

Ranked 55 out of 423 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Managed by

Iain Cunningham

Iain Cunningham joined Investec Asset Management from Schroders in 2016 as co-lead of the multi asset team. He graduated from Loughborough University with an MA in Economics and Finance and a BA in Economics. Iain is also a CFA Charterholder.

Philip Saunders

Born in Christchurch, New Zealand in 1958, Philip Saunders began his career in 1981 at Guinness Mahon & Co in London. He joined as a graduate trainee and was named assistant fund manager a year later. By 1984 Saunders held sole responsibility for the management of currency funds. After three years in this role he was promoted to director and head of fixed income. He made a lateral move in 1995 to take control of Guinness Flight’s retail sales and marketing business. The acquisition of Guinness Flight by Investec Asset Management saw him return to the company's investment management division in 1999 when he assumed the position of head of multimanager services. Saunders is manager of the Investec GSF Global Strategic Managed fund and the Investec Managed Growth fund for which he primarily invests in shares of investment trust companies. Educated at Cambridge, Saunders counts sailing and art history among his hobbies.

Objective

The Fund invests around the world primarily in a mix of assets including: the shares of companies; bonds (contracts to repay borrowed money which typically pay interest at fixed times); commodities, property and other alternative assets (such as infrastructure funds and private equity funds).

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 2.3% -8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/05/2018
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00BFWVCC14

Purchase Info

  • Min. initial investment20,000

Charges

  • Annual management0.75%
  • 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).