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LF Greenmount Inc

Ranked 28 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to achieve a combination of capital growth and income from an internationally diversified portfolio of equities, bonds, government securities, collective investment schemes and money market instruments although income will be of secondary importance. There may be occasions when the investment manager chooses to hold a high level of cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 30/04/2018 - 30/04/2019
  • Rank 28/262 Total Return
  • Rank 237/262 Standard Deviation
  • Rank 160/262 Max Drawdown
Fund Name Currency Return
26 Vanguard LifeStrategy 80% Equity Acc GBP

8.1%

27 S&W Marathon GBP

7.9%

28 LF Greenmount Inc GBP

7.8%

29 Wye Investment GBP

7.8%

30 Huntress Global Growth I Acc GBP

7.8%

Fund Name Currency Loss
158 Scottish Widows Dynamic Solution A Acc GBP

-9.7%

159 Architas MA Passive Growth R Acc GBP

-9.7%

160 LF Greenmount Inc GBP

-9.7%

161 Santos GBP

-9.7%

162 Omnis Managed Balanced B Acc GBP

-9.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.6%
2018 -6.3% -6.2% 5.9% 2.6% -8.1%
2017 12.8% 4.7% 4.7% -1.8% 4.8%
2016 26.2% 2.4% 7.1% 10.9% 3.7%
2015 -8.4% 4.1% -5.5% -10.9% 4.5%
2014 7.7% 1.4% 3.3% 2.3% 0.5%
2013 8.4% 10.4% -5.8% 3.7% 0.6%
2012 12.0% 7.6% -4.3% 6.5% 2.1%
2011 -4.7% -1.9% 0.5% -10.8% 8.4%
2010 19.2% 10.7% -6.7% 4.8% 10.1%
2009 23.4% -9.7% 9.1% 21.5% 3.1%
2008 -22.2% -8.6% -0.5% -6.0% -8.9%
2007 11.4% 1.7% 4.8% -0.9% 5.4%
2006 10.8% 8.9% -6.9% 3.5% 5.6%
2005 25.4% 3.6% 5.4% 8.6% 5.8%
2004 2.6% 0.5% 0.7% -1.1% 2.4%
2003 11.9% -2.2% 8.1% 3.4% 2.4%
2002 -26.0% -2.8% -14.0% -14.0% 2.8%
2001 -13.2% 11.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
AG Emerging Markets Equity A Acc USD 9.44%
Visa Inc ORD 2.74%
AIA Group Ltd ORD 2.23%
Banco Bradesco SA DR 2.23%
Novartis AG ORD 2.20%
Taiwan Semiconductor Manufacturing Co Ltd DR 1.92%
PepsiCo Inc ORD 1.79%
Amdocs Ltd ORD 1.77%
Linde PLC ORD 1.76%
HDFC Bank Ltd DR 1.73%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date21/05/2001
  • Share Class size82Mn
  • Base currencyGBX
  • ISIN GB0030265978

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management0.76%

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