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SVS Brown Shipley Balanced A Acc

Ranked 98 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Simon Nicholas

Simon Nicholas is a fund manager at Brown Shipley. He joined the company in 2010 as a senior fund manager to manage two Brown Shipley multi manager funds and to lead research into open-ended collectives. Nicholas was previously managing director, private clients for Mercater Capital Management where he was responsible for the management of private clients, portfolio performance and investment strategy, specialising in collective investment schemes. He has a wealth of investment management experience. He has worked for Aberdeen Asset Management and spent 13 years with Cazenove Fund Management.

Objective

A Balanced multi asset portfolio seeking investment returns via a combination of income and capital growth assets.

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 6.2%
2018 -5.8% -4.5% 6.0% 0.7% -7.7%
2017 8.4% 2.7% 1.4% 0.3% 3.8%
2016 9.0% -1.6% 1.5% 7.7% 1.4%
2015 4.0% 5.5% -1.7% -3.7% 4.1%
2014 2.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
JPM US Equity Income C Inc 6.00%
SPDR S&P 500 UCiTS ETF 5.82%
Baillie Gifford American B Acc 5.42%
Jupiter Japan Income Z Inc 4.72%
Legal & General All Stocks Gilt Index I Inc 4.51%
Royal London Corporate Bond Z Inc 4.32%
Baillie Gifford Emerging Markets Growth B Acc 3.37%
iShares $ TIPS UCITS ETF 3.35%
LF Ruffer Total Return I Inc 3.31%
Edgewood L Select US Select Growth I GBP D Cap 3.23%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/07/2014
  • Share Class size123Mn
  • Base currencyGBX
  • ISIN GB00BP4VN048

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment250

Charges

  • Annual management1.25%
  • Initial investment3.50%

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