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Libero Strategic LAPS Retail Acc

Ranked 269 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Miller

After graduating from Cambridge in 1980 with a degree in natural sciences, David Miller began his investment career as a stockbroker at Sheppards and Chase, before moving to Fleming Private Asset Management where he was a member of the executive committee, chairman of the strategy and stock selection committees and head of charities. Following the takeover of Flemings in 2000, David became managing director and head of the UK private client investment team at JP Morgan Private Bank before moving to the Royal Bank of Canada to run the British Isles investment business. David joined Quilter Cheviot in 2007. He is now a member of various Quilter Cheviot investment committees including UK asset allocation and stock selection. Externally, he is a member of the APCIMS private investor indices committee. In addition, David is the fund manager of the Libero Cautious Fund and the Libero Strategic Fund. David is a Fellow of the Chartered Institute for Securities & Investment.

Objective

The Strategic Fund aims to achieve capital growth over the medium term, focusing on capital protection as well as capital appreciation. The Strategic Fund aims to be more stable than the average Growth fund and aims to have a lower volatility than the benchmark for this sector, which is the Growth Benchmark set by the Association of Private Client Investment Managers and Stockbrokers.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 -7.1% -3.5% 5.1% -0.6% -7.9%
2017 7.3% 2.9% 0.8% 0.3% 3.0%
2016 11.5% -0.2% 2.3% 7.5% 1.6%
2015 1.0% 4.4% -2.5% -3.9% 3.2%
2014 3.8% -0.4% 0.9% -0.2% 3.5%
2013 9.5% 7.5% -3.4% 2.2% 3.1%
2012 7.6% 4.9% -2.6% 4.1% 1.2%
2011 -2.6% 0.5% 0.1% -6.6% 3.7%
2010 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
HSBC S&P 500 UCITS ETF 5.78%
United Kingdom 1.500% 22-Jan-2021 4.40%
United Kingdom 4.250% 07-Mar-2036 3.98%
New FCPT Ltd 3.49%
Vulcan Value Equity GBP II Inc 3.42%
GBP Cash 3.40%
ETFS Physical Gold 3.38%
United Kingdom 4.750% 07-Dec-2030 3.21%
United Kingdom 4.500% 07-Dec-2042 3.04%
MW Developed Europe TOPS A GBP 2.66%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/08/2010
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B4KG2091

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

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).