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IFSL James Hambro Barnham Broom Inc

Ranked 33 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated


The Fund aims to provide a balance of capital and income growth by investing in a diversifed portfolio of UK and international asset classes, without restriction on he economic and industry sectors. The Fund invests no less than 40% in equities and fixed income interest securities combined, but may also invest in warrants, collective investment schemes, deposits, cash, money market instruments, derivatives and forward transactions.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -2.4% -3.6% 6.4% 1.9% -6.6%
2017 10.7% 2.8% 3.9% -0.6% 4.2%
2016 13.6% -0.2% 2.1% 8.0% 3.1%
2015 -6.5% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/04/2015
  • Share Class size37Mn
  • Base currencyGBP
  • ISIN GB00B89TDK40

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0


  • Annual management1.00%

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