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Mansard Principal Asset Allocation A GBP

Ranked 97 out of 160 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 : 30/06/2017 - 30/06/2018
  • Rank 97/160 Total Return
  • Rank 53/160 Standard Deviation
  • Rank 55/160 Max Drawdown
Fund Name Currency Return
95 Zeus Capital Best Fund Selection EUR A Cap USD

-0.1%

96 GBM 105 SA de CV SIRV A USD

-0.2%

97 Mansard Principal Asset Allocation A GBP USD

-0.3%

98 Pictet CH Short-Term Strategies CHF HP dy

Currency exposure is hedged

Currency exposure is hedged

CHF

-0.3%

99 Perpetual Investment RAIF Excelsior Portfolio B USD

-0.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.4% -5.6%
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 size17Mn
  • 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).