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MGTS AFH Tactical Core Acc

Ranked 376 out of 399 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

To provide capital growth over the longer term from a range of transferable securities, debt instruments and collective investment schemes (both regulated and unregulated) The company will be managed on a medium risk basis and assets may be allocated to any geographical sector through an investment in collective investment schemes (both regulated or unregulated) or directly through investment in eligible markets. The Company will be managed on a medium risk basis and although the property of the Company will normally include exposure to fixed interest, UK, Europe and worldwide markets, a significant proportion will be allocated to cash or near cash instruments when a defensive stance is considered appropriate.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 30/04/2018 - 30/04/2019
  • Rank 376/399 Total Return
  • Rank 245/399 Standard Deviation
  • Rank 353/399 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -8.5% -5.2% 5.3% 0.3% -8.5%
2017 5.2% 3.6% -0.3% 0.2% 1.7%
2016 8.0% -0.7% 2.3% 4.7% 1.5%
2015 2.3% 2.7% -2.1% -3.3% 5.2%
2014 2.2% 0.8% 0.5% 0.8% 0.1%
2013 14.5% 8.8% 0.0% 2.5% 2.7%
2012 7.9% 5.2% -3.0% 3.9% 1.8%
2011 -1.0% 1.1% 1.7% -7.3% 4.0%
2010 10.6% 3.8% -5.4% 6.7% 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
Vanguard FTSE 100 UCITS ETF GBP 8.00%
iShares Core S&P 500 UCITS ETF 7.51%
iShares Ultrashort Bond UCITS ETF GBP (Dist) 7.34%
iShares Core FTSE 100 UCITS ETF (Dist) 7.16%
Legal & General Sh Dated GBP Corp Bond Index C Acc 6.92%
iShares FTSE 250 UCITS ETF 6.47%
PIMCO GIS Dvsfd Inc Dur Hgd Inst GBP Hgd Acc 5.31%
SPDR FTSE UK All Share ETF Acc 3.92%
iShares FTSE 100 UCITS ETF 3.82%
iShares MSCI Europe ex-UK UCITS ETF 2.99%
30/04/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date18/11/2009
  • Share Class size11Mn
  • Base currencyGBX
  • ISIN GB00B5MGGT18

Purchase Info

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

Charges

  • Annual management1.40%
  • 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).