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SVS Brown Shipley Cautious A Acc

Ranked 50 out of 129 in - Conservative 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 Cautious multi asset portfolio seeking investment returns via a focus on lower risk, income producing assets.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -5.3% -3.4% 4.1% 0.3% -6.1%
2017 3.5% 2.3% 0.6% -1.4% 2.0%
2016 9.4% 0.8% 4.0% 5.3% -1.0%
2015 1.0% 2.6% -2.0% -1.2% 1.7%
2014 5.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Fundsmith Equity I Acc 7.76%
Legal & General All Stocks Gilt Index I Inc 6.68%
iShares £ Index-Linked Gilts UCITS ETF 6.60%
AHFM Defined Renstur B GBP Acc 5.62%
Rathbone Global Opportunities I Acc 5.54%
Artemis Global Income Inst Acc 5.53%
Royal London Corporate Bond Z Inc 5.40%
Janus Henderson Strategic Bond I Inc 5.29%
LF Ruffer Total Return I Acc 5.28%
New FCPT Ltd 4.70%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/07/2014
  • Share Class size15Mn
  • Base currencyGBX
  • ISIN GB00BP4VN485

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).