LSE - Delayed Quote GBp

IFSL Tilney Bestinvest Global Defensive Portfolio Retail Acc (0P000187LW.L)

105.00
+1.00
+(0.96%)
At close: July 8 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return 8.41%
Worst 1Y Total Return -4.75%
Best 3Y Total Return 8.41%
Worst 3Y Total Return 2.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000187LW.L
Category
YTD
-2.87%
0.00%
1-Month
1.98%
0.00%
3-Month
-1.93%
0.00%
1-Year
0.69%
0.00%
3-Year
0.61%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000187LW.L
Category
2020
--
--
2019
8.41%
--
2018
-4.75%
--
2017
3.95%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -8.99% -- -- --
2019 4.36% 1.59% 0.78% 1.45%
2018 -1.18% 0.30% 0.00% -3.89%
2017 1.08% 1.17% 0.45% 1.20%
2016 -0.83% -1.73% -- --

Rank in Category (By Total Return)

YTD 57
1-Month 52
3-Month 64
1-Year 64
3-Year 66
5-Year --

Load Adjusted Returns

1-Year 0.69%
3-Year 0.61%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category GBP Allocation 20-40% Equity
Fund Family Investment Fund Services Limited
Net Assets --
YTD Return -2.87%
Yield 1.54%
Morningstar Rating
Inception Date Jun 20, 2016

Fund Summary

The objective of the Fund is to deliver capital growth over the longer term whilst aiming to minimise the variability of returns. The Fund will gain exposure to fixed income, equity, cash, property, transferable securities, near cash, deposits, money market instruments, currencies and commodities. The Fund will primarily gain exposure to the above asset classes by investing in the assets indirectly typically through a diversified portfolio of regulated collective investment schemes, exchange-traded products, investment trusts and investment companies. The Fund may also gain exposure through the direct purchase of the assets (although the Fund cannot have direct exposure to immovable property). The Fund may invest in structured products.

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