YHD - Delayed Quote GBp

IFSL CAM Cautious Growth Fund (GB00B45SPL23.L)

125.00 -1.00 (-0.79%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 4
Number of Years Down --
Best 1Y Total Return 5.47%
Worst 1Y Total Return 1.79%
Best 3Y Total Return 5.47%
Worst 3Y Total Return 3.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GB00B45SPL23.L
Category
YTD
1.16%
2.01%
1-Month
0.51%
0.40%
3-Month
3.46%
2.01%
1-Year
-0.36%
9.00%
3-Year
2.26%
5.12%
5-Year
0.00%
5.39%
10-Year
0.00%
4.67%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
GB00B45SPL23.L
Category
2018
--
--
2017
4.92%
--
2016
6.54%
--
2015
1.79%
0.68%
2014
3.24%
5.72%
2013
4.83%
5.54%
2012
5.47%
7.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.31% 1.81% 0.46% --
2017 2.58% 1.18% -0.16% 1.25%
2016 0.65% 0.43% 4.98% 0.40%
2015 3.26% -2.35% -1.98% 2.99%
2014 0.36% 0.54% 1.88% 0.44%
2013 2.73% -1.10% 0.41% 2.76%
2012 4.55% -1.89% 2.14% 0.66%

Rank in Category (By Total Return)

YTD 65
1-Month 41
3-Month 19
1-Year 50
3-Year 66
5-Year --

Load Adjusted Returns

1-Year -0.36%
3-Year 2.26%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.37
Morningstar Risk Rating

Fund Overview

Category GBP Cautious Allocation
Fund Family IFSL
Net Assets 37.6M
YTD Return 1.16%
Yield 2.37%
Morningstar Rating
Inception Date Oct 03, 2011

Fund Summary

The Fund will aim to provide capital appreciation over the medium to long term. The investment objective is pursued through a policy of primarily investing in units/shares of other collective investment schemes (both regulated and unregulated funds) in order to gain exposure to both UK and overseas gilts, bonds and equities. The Fund will aim to exhibit low to medium volatility over the medium to long term. The Fund may also invest in transferable securities, money market instruments, cash and near cash and deposits.

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