TB Doherty Active Managed A Acc

Ranked 388 out of 429 in - Balanced GBP over 3 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 : 28/02/2019 - 31/05/2019
  • Rank 388/429 Total Return
  • Rank 400/429 Standard Deviation
  • Rank 402/429 Max Drawdown

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

30/04/2019

Top 10 Holdings

Stock Size
Jupiter UK Growth I Acc GBP 11.52%
Neptune Japan Equity Fund C GBP Hdg 6.86%
Vanguard FTSE UK Equity Income Index A GBP Acc 6.54%
Schroder European Alpha Plus Z Acc 6.25%
SVM UK Growth B 6.18%
Schroder Recovery Z Acc 5.77%
Royal London UK All Share Tracker Z Acc 4.77%
Merian North American Equity R Acc 4.68%
Merian Global Strategic Bond P Acc 4.44%
Royal London Shrt Dur Glo Hi Yield Bd M Acc 4.42%
30/04/2019

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).