IFSL Tilney B Adv Pass: Cautious Ret A Acc

Ranked 80 out of 127 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The objective of the Fund is to deliver a return through a combination of income and capital appreciation whilst aiming to minimise the variability of returns. The Fund will gain exposure to fixed income, equity, cash, property, transferable securities, near cash, deposits, money market instruments, currencies and commodities.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -3.8% -2.9% 2.6% -0.7% -2.7%
2017 2.4% 1.2% 0.2% 0.0% 1.1%
2016 2.9% 3.4% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/2016
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BDFYCY59

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • 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).