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VT iFunds Absolute Return Indigo A Acc

Ranked 125 out of 129 in - Conservative 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.

Objective

The Fund aims to deliver a level of return over rolling three year periods equivalent to cash (as measured by LIBOR) plus three 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 five per cent per annum irrespective of general equity and bond market conditions.

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 1.8%
2018 -10.4% -6.5% 0.1% -0.2% -4.1%
2017 3.4% 1.8% 0.4% -0.5% 1.7%
2016 -2.9% 0.7% 4.4%
2015 -2.0% 1.1% -2.3% -0.3% -0.5%
2014 6.6% -0.1% 0.2% 1.7% 4.7%
2013 6.6% 8.2% -1.0% -0.9% 0.4%
2012 -0.9% 0.6% -2.0% -0.8% 1.3%
2011 -0.3% -0.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 16.67%
SPDR Bloomberg Barclays 15+Year Gilt UCITS ETF 11.10%
iShares Core UK Gilts UCITS ETF 11.05%
iShares UK Gilts 0-5yr UCITS ETF 11.05%
iShares Core Glbl Aggregate Bond GBP Hgd 10.90%
iShares £ Index-Linked Gilts UCITS ETF 10.31%
iShares Asia Pacific Dividend UCITS ETF 9.35%
iShares Physical Gold ETC 9.04%
iShares Asia Property Yield UCITS ETF USD (Dist) 6.91%
ETFS Short All Commodities 3.62%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/05/2011
  • Share Class size00Mn
  • Base currencyGBX
  • ISIN GB00B461W649

Purchase Info

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

Charges

  • Annual management0.65%
  • 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).