Fact sheet: IFSL TlyBtnGlAgGP

Fund information

Fund name
IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Acc USD
Fund company manager
IFSL
Fund type
OEIC
Fund manager(s)
Fund objective
The Aggressive Growth fund aims to deliver a real return, ahead of cash over the long term. The Fund is riskier than the Growth Fund but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a moderate to higher risk approach.
Benchmark
-
Investment style
Aggressive,Growth
Investment method
None

Quick stats

1 Year return

12.6 %

1 Year rank in sector

39/277

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 5.5 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • North America
    38.98%
  • Not Specified
    25.1%
  • Europe ex UK
    10.57%
  • Asia Pacific ex Japan
    6.63%
  • Money Market
    5.8%
  • North American Equities
    38.98%
  • Hedge
    11.8%
  • Europe ex UK Equities
    10.57%
  • Asia Pacific ex Japan Equities
    6.63%
  • Money Market
    5.8%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.42 %6.82 %12.6 %0 %0 %
Sector2.59 %5.7 %9.63 %34.01 %51.63 %
Rank within sector269 / 28682 / 28439 / 277 / /
Quartile th4 th2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund11.07 %0 %0 %0 %0 %
Sector8.78 %13.29 %2.25 %4.96 %13.5 %
Rank within sector52 / 278 / / / /
Quartile th1 st th th th th

Price movement

52 week high114.5
52 week low99.77
Current bid price0
Current offer price0
Current mid price114.4

Holdings by region

  • 38.98% North America
  • 25.1% Not Specified
  • 10.57% Europe ex UK
  • 6.63% Asia Pacific ex Japan
  • 5.8% Money Market
  • 5.25% Japan
  • 4.42% UK
  • 3.25% Global Emerging Markets

Holdings by sector

-

Holdings by asset type

  • 38.98% North American Equities
  • 11.8% Hedge
  • 10.57% Europe ex UK Equities
  • 6.63% Asia Pacific ex Japan Equities
  • 5.8% Money Market
  • 5.25% Japanese Equities
  • 4.7% Global Fixed Interest
  • 4.5% Commodity & Energy
  • 4.42% UK Equities
  • 3.4% Property

Individual holdings

  • 9.16% HENDERSON GARTMORE CONTINENTAL EUROPEAN H HEDGED ACC USD
  • 8.08% FTSE RAFI US 1000 UCITS ETF USD
  • 8.01% VANGUARD S&P 500 UCITS ETF USD
  • 8.01% VANGUARD S&P 500 UCITS ETF USD
  • 7.92% FIRST STATE ASIA FOCUS B ACC USD
  • 5.3% INVESCO MANAGEMENT SA
  • 4.88% NATIXIS LOOMIS SAYLES U.S. EQUITY LEADERS I/A USD
  • 4.85% T. ROWE PRICE US SMALLER COMPANIES EQUITY Q USD
  • 4.84% F&C GLOBAL REAL ESTATE SECURITIES 3 ACC
  • 4.75% FUNDSMITH EQUITY FEEDER I ACC USD