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IFSL Tilney Bestinvest Conservative Ret Acc

Ranked 73 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Managed by

Chris Godding

Objective

The objective of the Fund is to enhance capital in real terms. It will gain exposure principally to equity, fixed income and alternative asset classes with an emphasis on less volatile investments. It will invest in such assets primarily through investments in regulated and unregulated collective investment schemes although it may also make direct investments from time to time. As part of its exposure to alternative assets, it may invest in (i) units or shares of hedge funds or funds of hedge funds and/or (ii) units or shares of collective investments schemes the principal objective of which is investment in real estate related companies and/or (iii) future and forward contracts.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -3.1% -2.1% 2.8% 0.7% -4.4%
2017 4.4% 1.9% 1.0% -0.2% 1.7%
2016 5.1% 0.2% 0.9% 3.5% 0.6%
2015 2.0% 3.5% -2.1% -1.9% 2.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Vontobel Fund TwentyFour Abs Ret Credit Fund AQG 7.63%
Muzinich Enhancedyield Short-Term Hedged GBP G Inc 6.09%
Insight LIBOR Plus B 5.34%
Ashmore SICAV Em Mkts Local Currency Bd Z2 USD Dis 4.86%
Loomis Sayles U.S. Growth Equity Fund S1/A (GBP) 4.61%
MW TOPS UCITS G GBP 4.47%
LF Lindsell Train UK Equity D Inc 4.18%
UK Property I Net Inc 3.98%
M&G Property Portfolio Sterling I Inc 3.98%
TB Evenlode Income C Inc 3.28%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/12/2014
  • Share Class size73Mn
  • Base currencyGBP
  • ISIN GB00BSXN9F99

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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