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JB Dynamic Asset Allocation-USD B

Ranked 19 out of 66 in - Flexible USD over 12 months
All calculations are in GBP unless stated

Objective

The fund follows the proprietary Julius Baer investment approach that reflects our CIO's market view. The asset allocation is dynamically designed and very flexible in orientation. The fund has a forward-looking investment style and aims to outperform the risk-return profile of a 60/40 passive portfolio.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible USD over : 31/03/2018 - 31/03/2019
  • Rank 19/66 Total Return
  • Rank 40/66 Standard Deviation
  • Rank 42/66 Max Drawdown
Fund Name Currency Loss
40 JSS Global Allocation - P USD acc GBP

-6.1%

41 IFSL Tilney B Global Income Hgd Ret Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-6.2%

42 JB Dynamic Asset Allocation-USD B GBP

-6.3%

43 Janus Henderson Glo Adapt MA A$acc GBP

-6.5%

43 AB FCP I-Dynamic Diversified Portfolio AX USD GBP

-6.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 7.6% 3.7% -5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date23/02/2018
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU1649326995

Purchase Info

  • Min. initial investment0

Charges

  • Annual management1.40%

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