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Mansard Principal Asset Allocation A GBP

Ranked 130 out of 140 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Leon Diamond

Objective

The investment objective of the Fund is to seek to provide capital appreciation over a medium to long term. The Fund expects to achieve that through the allocation of investments across three main asset classes. Equities, which are stocks or other forms of securities which represent an ownership interest, such as shares in a company, fixed income securities which are a form of investment for which the Fund shall receive real rates a of return or periodic income form such as bonds, alternatives, being non-traditional assets and are not equities, fixed income securities or cash, such as financial indices or other forms of collective investment schemes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible Other over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 1.3% 3.5% 1.7% 1.5%
2016 -14.5% -5.5% -8.9% -0.4% -0.4%
2015 -5.2% -1.9% 5.1% -6.7% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date19/12/2014
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN IE00BMMV1N47

Purchase Info

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

Charges

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