Manager
Liontrust Investment Partners LLP
Sector
Volatility Managed
Structure
Fund
Domicile
United Kingdom
Currency
GBP
Launched
1 Nov 2011
| — |
| — |
| 1 year | +6.40% | — | — | — |
| 3 years | +20.40% | — | — | — |
| 5 years | +11.00% | — | — | — |
| Since launch | +65.00% | — | — | — |
| 6 | BlackRock CIF - UK Gilts All Stocks Index Fund | 6.40% |
| 7 | HSBC Global Funds ICAV - Global Corporate Bond UCITS ETF | 5.90% |
| 8 | Fidelity Invt. Funds - Index Emerging Markets Fund | 3.80% |
| 9 | iShares II Plc - UK Property UCITS ETF | 2.10% |
| 10 | Legal & General US Index Trust | 2.10% |
| 5.5% |
| North America Equity | 5.2% |
| EM Equity | 5.1% |
| UK Equity | 4.1% |
| Europe ex-UK Equity | 2.2% |
| Japan Equity | 2.0% |
| Developed Asia Equity | 1.8% |
| — |
| R Acc GBP | GB00B3ZPFX84 | — | Accumulation | — | 1.00% | 1.15% | — |
| S Acc GBP | GB00BCZW4Z74 | — | Accumulation | — | 0.25% | 0.40% | — |
| Z Acc GBP | GB00B8KHC881 | — | Accumulation | — | 0.00% | 0.15% | — |