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TB Doherty Active Managed A Acc

Ranked 319 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Gavin Curran

Objective

The primary aim of this Fund is to achieve above average growth. The Fund is made up of various asset classes, however the bias is in favour of Equities. The Fund will invest primarily in a diversified portfolio of funds.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 319/395 Total Return
  • Rank 383/395 Standard Deviation
  • Rank 385/395 Max Drawdown
Fund Name Currency Loss
383 S&W Langham GBP

-11.7%

384 TM Cavendish UK Balanced Income B Inc GBP

-11.8%

385 TB Doherty Active Managed A Acc GBP

-11.8%

386 Smithfield Income & Growth GBP

-12.1%

387 Thesis KES Diversified Inc GBP

-12.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.6%
2018 -10.3% -5.5% 4.4% 2.5% -11.4%
2017 6.2% 2.6% 1.0% -0.2% 2.7%
2016 12.6% 0.6% 2.7% 7.0% 1.9%
2015 2.0% 5.6% -3.5% -7.3% 7.9%
2014 4.1% 1.0% 0.2% 0.9% 2.0%
2013 13.9% 8.9% -2.4% 4.6% 2.5%
2012 7.5% 4.7% -4.7% 5.2% 2.4%
2011 -7.0% 0.4% 0.5% -12.5% 5.4%
2010 10.0% 5.3% -4.6% 5.3% 3.9%
2009 10.1% 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Jupiter UK Growth I Acc GBP 10.95%
Invesco Global Financial Capital (UK) Z Acc 7.28%
Neptune Japan Equity Fund C GBP Hdg 6.78%
Vanguard FTSE UK Equity Income Index A GBP Acc 6.36%
Schroder European Alpha Plus Z Acc 6.00%
Schroder Recovery Z Acc 5.87%
SVM UK Growth B 5.76%
Royal London UK All Share Tracker Z Acc 4.61%
Merian North American Equity R Acc 4.51%
Royal London Shrt Dur Glo Hi Yield Bd M Acc 4.48%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/2009
  • Share Class size14Mn
  • Base currencyGBX
  • ISIN GB00B4MG9Y09

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • 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).