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VT iFunds Absolute Return Green A Acc

Ranked 388 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Nigel Baynes

Nigel Baynes is a fund manager at Marlborough Fund Managers. Baynes started his career in the industry as a software specialist developing portfolio management solutions for an asset management company. He worked as an investment analyst and then fund manager before setting up iFunds in 2001. With the growth in the ETF market, and ongoing development of the company's proprietary software based investment process, iFunds was able to team up with Marlborough and launch a range of actively managed ETF funds.


The Fund aims to deliver a level of return over rolling three year periods equivalent to cash (as measured by LIBOR) plus five per cent a year before fees and charges. There is no guarantee that a positive return will be achieved over this, or any period, and capital is at risk. The annualised volatility for the Fund is expected to be seven per cent per annum irrespective of general equity and bond market conditions. The Fund will seek to achieve its investment objective primarily through investment in exchange traded funds, transferable securities, and other regulated collective investment schemes.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.3%
2018 -13.5% -8.4% 0.6% 0.2% -6.3%
2017 5.4% 1.7% 1.1% -0.3% 2.9%
2016 -1.0% 2.2% 7.0%
2015 -0.9% 1.9% -3.4% 0.4% 0.2%
2014 12.5% 0.7% 1.2% 3.5% 6.8%
2013 13.3% 12.8% -0.5% -0.6% 1.6%
2012 -0.5% 1.6% -3.6% -1.0% 2.7%
2011 -0.1% -1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
iShares £ Index-Linked Gilts UCITS ETF 18.75%
iShares UK Gilts 0-5yr UCITS ETF 18.26%
iShares Core UK Gilts UCITS ETF 18.12%
iShares Asia Property Yield UCITS ETF USD (Dist) 12.49%
iShares Physical Gold ETC 9.20%
Invesco Physical Gold ETC 7.36%
ETFS Short All Commodities 6.56%
iShares Asia Pacific Dividend UCITS ETF 5.53%
iShares Core Glbl Aggregate Bond GBP Hgd 3.07%
GBP Cash 0.67%

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/05/2011
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B3RH6H36

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management0.58%
  • Initial investment0.00%

Related News

iFunds moves multi-asset funds into Targeted Absolute Return sector

iFunds Asset Management has moved three of its funds from the Investment Association’s Flexible Investment sector to the Targeted Absolute Return peer group.

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