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

13.32 %

1 Year rank in sector

16/48

Sector

UT Global Equity Income

Yield

0.6

Fund size

£ 30.0 m

FE Risk score

70

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    40.68%
  • North America
    18.34%
  • Europe ex UK
    9.81%
  • International
    9.26%
  • Not Specified
    4.8%
  • Financials
    12.74%
  • Industrials
    11.63%
  • Health Care
    7.96%
  • Information Technology
    7.3%
  • Consumer Discretionary
    6.41%
  • UK Equities
    40.68%
  • North American Equities
    18.34%
  • International Equities
    14.06%
  • Europe ex UK Equities
    9.81%
  • Asia Pacific ex Japan Equities
    4.54%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.07 %2.25 %13.32 %36.1 %0 %
Sector0.66 %2.16 %12.72 %42.37 %81.16 %
Rank within sector35 / 5222 / 5016 / 4828 / 37 /
Quartile th3 rd2 nd2 nd4 th th

Calendar performance

YTD-20172016201520142013
Fund11.28 %14.84 %4.41 %0 %0 %
Sector10.5 %23.11 %2.71 %6.77 %21.77 %
Rank within sector17 / 4835 / 4219 / 37 / /
Quartile th2 nd4 th3 rd th th

Price movement

52 week high137.3
52 week low120.1
Current bid price0
Current offer price0
Current mid price136.1

Holdings by region

  • 40.68% UK
  • 18.34% North America
  • 9.81% Europe ex UK
  • 9.26% International
  • 4.8% Not Specified
  • 4.54% Asia Pacific ex Japan
  • 4.45% Global Emerging Markets
  • 4.4% Money Market
  • 3.72% Japan

Holdings by sector

  • 12.74% Financials
  • 11.63% Industrials
  • 7.96% Health Care
  • 7.3% Information Technology
  • 6.41% Consumer Discretionary
  • 5.56% Alternative Assets
  • 5.48% Consumer Staples
  • 4.52% Gold
  • 4.47% Consumer Services
  • 3.59% Money Market

Holdings by asset type

  • 40.68% UK Equities
  • 18.34% North American Equities
  • 14.06% International Equities
  • 9.81% Europe ex UK Equities
  • 4.54% Asia Pacific ex Japan Equities
  • 4.45% Global Emerging Market Equities
  • 4.4% Money Market
  • 3.72% Japanese Equities

Individual holdings

  • 6.67% VANGUARD S&P 500 UCITS ETF GBP
  • 6.16% PS FTSE RAFI US 1000 UCITS ETF GBP
  • 6.06% EVENLODE EVENLODE INCOME C ACC
  • 6.06% LINDSELL TRAIN CF LINDSELL TRAIN UK EQUITY D ACC
  • 5.97% LIONTRUST SPECIAL SITUATIONS I INC
  • 5.94% JOHCM UK DYNAMIC B ACC
  • 5.91% THREADNEEDLE UK EQUITY INCOME RET ACC GBP
  • 5.82% MAJEDIE UK EQUITY X ACC GBP
  • 5.53% DODGE AND COX US STOCK A USD
  • 5.12% FIDELITY UK SMALLER COMPANIES W ACC