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IFSL Sinfonia Adventurous Growth Portfolio A Acc

Ranked 216 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The Sub-Fund aims to provide long term capital growth. The Sub-Fund's investment objective will be achieved by investing in a diversified portfolio of fixed interest securities and equities, as well as warrants, and money market instruments, through investment in a portfolio of collective investment schemes. The Sub-Fund will typically be invested in a global portfolio of assets but may also focus on UK assets.

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 8.2%
2018 -9.6% -4.8% 4.7% 0.7% -9.9%
2017 13.0% 5.7% 1.8% 0.6% 4.4%
2016 17.0% 1.0% 2.1% 10.4% 2.7%
2015 -0.3% 5.9% -3.0% -8.6% 6.2%
2014 5.2% -0.4% 1.0% 1.3% 3.2%
2013 15.4% 9.2% -1.9% 4.7% 2.9%
2012 13.2% 8.8% -5.6% 6.4% 3.6%
2011 -9.2% -0.6% 0.6% -11.1% 2.1%
2010 14.9% 6.9% -8.2% 7.6% 8.7%
2009 23.2% -4.7% 6.2% 18.5% 2.8%
2008 -10.7% -5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
JPM UK Equity Core E Net Acc 18.42%
Legal & General UK Index C Acc 16.46%
Blackrock UK Credit Screened Flex GBP Acc 14.63%
PARVEST Equity Asia Pacific ex-Japan X C EUR 6.13%
PARVEST Equity Best Selection Europe ex-UK X Cap 5.49%
BNP Paribas L1 USA X USD Cap 3.99%
Standard Life Inv UK Smaller Comp Inst Acc 3.84%
Xtrackers S&P 500 UCITS ETF 2C HGBP 3.59%
BNP Paribas Easy MSCI Pac exJp ex CW Tr Priv GBP C 2.99%
BNP Paribas Easy MSCI Em Mk ex CW Track X 2.98%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/06/2008
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB00B2R2YS84

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.65%
  • 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).