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LO Selection - Global Allocation GBP PA

Ranked 318 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Laurence O'Mara

Objective

The Sub-Fund aims to generate income and capital growth over the long term. It invests worldwide in a diversified portfolio consisting of equities, bonds, fund units, financial derivative instruments, and cash. The Sub-Fund may be exposed to alternative asset classes, such as but not limited to commodities, precious metals and hedge funds. The proportion of the Sub-Fund' s assets invested in equities cannot exceed 80%.

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 5.1%
2018 -6.1% -2.5% 1.9% 1.1% -6.5%
2017 7.3% 3.3% 0.5% 1.4% 1.9%
2016 8.8% -0.4% 2.2% 5.2% 1.6%
2015 2.9% 4.3% -2.1% -2.8% 3.6%
2014 4.5% -0.2% 0.5% 1.7% 2.4%
2013 7.6% 6.6% -2.0% 1.1% 1.8%
2012 5.6% 3.3% -1.8% 3.0% 1.1%
2011 1.0% -0.2% 1.6% -2.0% 1.6%
2010 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date11/08/2010
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN LU0526580807

Purchase Info

  • Min. initial investment41,000
  • Min. regular additional investment41,000

Charges

  • Annual management1.00%
  • 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).