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TM Levitas B - A Net Acc

Ranked 94 out of 129 in - Conservative GBP over 12 months
All calculations are in GBP unless stated

Objective

The Fund aims to provide capital growth over the longer term. It is actively managed and primarily invested in a variety of collective investment schemes. . It will include substantial exposure to fixed income and other types of assets which will remain stable regardless of the market. The Fund will also seek some exposure to UK and international equities, so as to provide an overall stable mixture of income generating assets. It may also invest in transferable securities, money market instruments, exchange traded funds, cash and cash deposits.

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 3.5%
2018 -4.7% -2.6% 1.6% 0.3% -4.0%
2017 4.5% 2.4% 1.1% -0.2% 1.3%
2016 5.1% 0.5% 0.0% 4.3% 0.2%
2015 1.5% 3.1% -2.1% -1.9% 2.5%
2014 4.7% 1.4% 1.2% 0.1% 2.0%
2013 7.7% 3.6% -0.8% 2.9% 2.0%
2012 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/07/2012
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B56XFC41

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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