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IFML Vitality Multi-Asset Income D Acc GBP

Ranked 408 out of 423 in - Balanced GBP over 3 months
All calculations are in GBP unless stated

Managed by

John Stopford

John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003. He moved to the London office after a stint in South Africa where he was made responsible for the South African fixed income business following the merger between Investec Asset Management and Guinness Flight in 1998. Through very strong performance, John helped grow South Africa’s fixed income assets under management from £1.5 billion to £5 billion in 5 years, winning numerous awards. Previously, John was responsible for Guinness Flight’s investments in emerging bond and currency markets in London. Prior to joining Guinness Flight in 1993, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management. John currently manages the Investec GSF Global Strategic Income Fund and the Investec GSF High Income Bond (US Dollar) fund where he uses an active and primarily top down fixed income investment process. Outside of fund mangement, John enjoys rugby.

Objective

The Fund will primarily invest in a diversified portfolio of global assets and related derivatives. These assets may include equities, bonds, commodities, property and other alternative assets (such as infrastructure funds and private equity funds). The Fund may make significant use of derivatives for Efficient Portfolio Management and investment purposes.

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 2.4%
2018 1.1% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/05/2018
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00BFWVCF45

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).