Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

IFML Vitality UK Listed Equity D Acc GBP

Ranked 43 out of 264 in - UK (All Companies) over 3 months
All calculations are in GBP unless stated

Managed by

Simon Brazier

Simon Brazier was born in the UK in 1975. He attended Durham University and the University of Aix-Marseille where he studied economics and French. Simon started his career with Schroders in 1998 and moved to Threadneedle in 2010. He then moved to Investec Asset Management in 2014. He has been managing funds for over 12 years and holds the IIMR certificate (Institute of Investment Management and Research). Outside of fund managment he enjoys golf, cricket, hockey and travelling.

Objective

The Fund will primarily invest in a portfolio of equities issued by UK companies (i.e. companies which are listed in the UK, have their headquarters in the UK or carry out a significant portion of their business in the UK). The Fund will be actively managed with a long-term investment horizon and will focus on equities believed to offer above average opportunities for total returns.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -0.9% -12.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/05/2018
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BFWVCM12

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).