Fact sheet: IFSL Tlny Bstins Max Gth Pf

Fund information

Fund name
IFSL Tilney Bestinvest Maximum Growth Portfolio Clean Acc
Fund company manager
IFSL
Fund type
OEIC
Fund manager(s)
Fund objective
The Maximum Growth fund aims to deliver a real return, ahead of cash over the long term. The Fund is riskier than the Aggressive Growth Fund but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a higher risk approach.
Benchmark
-
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.56 %

1 Year rank in sector

26/48

Sector

UT Global Equity Income

Yield

0.6

Fund size

£ 28.8 m

FE Risk score

70

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    39.56%
  • North America
    17.66%
  • Europe ex UK
    12.36%
  • Asia Pacific
    6.98%
  • Money Market
    6.9%
  • Financials
    13.85%
  • Industrials
    11.51%
  • Health Care
    7.86%
  • Information Technology
    7.21%
  • Consumer Discretionary
    6.54%
  • UK Equities
    39.56%
  • North American Equities
    17.66%
  • Europe ex UK Equities
    12.36%
  • Asia Pacific Equities
    6.98%
  • Money Market
    6.9%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.73 %7.25 %11.56 %0 %0 %
Sector3.66 %8.07 %11.97 %50.45 %80.24 %
Rank within sector27 / 5129 / 4926 / 48 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund11.28 %14.84 %4.41 %0 %0 %
Sector10.1 %23.11 %2.71 %6.77 %21.77 %
Rank within sector15 / 4835 / 4219 / 37 / /
Quartile th2 nd4 th3 rd th th

Price movement

52 week high136.1
52 week low117.6
Current bid price0
Current offer price0
Current mid price136.1

Holdings by region

  • 39.56% UK
  • 17.66% North America
  • 12.36% Europe ex UK
  • 6.98% Asia Pacific
  • 6.9% Money Market
  • 6.18% Global Emerging Markets
  • 5.56% Japan
  • 4.8% Not Specified

Holdings by sector

  • 13.85% Financials
  • 11.51% Industrials
  • 7.86% Health Care
  • 7.21% Information Technology
  • 6.54% Consumer Discretionary
  • 5.56% Alternative Assets
  • 5.52% Consumer Staples
  • 4.52% Gold
  • 4.48% Consumer Services
  • 3.86% Money Market

Holdings by asset type

  • 39.56% UK Equities
  • 17.66% North American Equities
  • 12.36% Europe ex UK Equities
  • 6.98% Asia Pacific Equities
  • 6.9% Money Market
  • 6.18% Global Emerging Market Equities
  • 5.56% Japanese Equities
  • 4.8% International Equities

Individual holdings

  • 7.22% THREADNEEDLE UK EQUITY INCOME RET ACC GBP
  • 7.04% MAJEDIE UK EQUITY X ACC GBP
  • 6.72% JOHCM UK OPPORTUNITIES B ACC
  • 6.63% VANGUARD S&P 500 UCITS ETF GBP
  • 6.04% STANDARD LIFE INVESTMENTS UK EQUITY INCOME UNCONSTRAINED INST ACC
  • 5.88% PS FTSE RAFI US 1000 UCITS ETF GBP
  • 5.24% FIDELITY UK SMALLER COMPANIES W ACC
  • 5.18% DODGE AND COX US STOCK A USD
  • 4.98% JUPITER EUROPEAN Z ACC
  • 4.52% SOURCE PHYSICAL GOLD GBP