Fact sheet: IFSL TlyBtnGlAgGP

Fund information

Fund name
IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Acc USD
Fund company manager
IFSL
Fund type
OIC
Fund objective
The objective of the Fund is to deliver capital growth over the longer term.
Benchmark
-
Investment style
Aggressive,Growth
Investment method
None

Quick stats

1 Year return

10.7 %

1 Year rank in sector

262/271

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 1.9 m

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

Top in sector

Holdings snapshot

  • North America
    39.33%
  • Not Specified
    24%
  • Europe
    11.04%
  • Money Market
    7%
  • Asia Pacific
    6.21%
  • International Equities
    69%
  • Hedge
    12%
  • Money Market
    7%
  • Global Fixed Interest
    5%
  • Commodity & Energy
    4%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.47 %7.57 %10.8 %0 %0 %
Sector1.49 %7.27 %20.24 %27.69 %57.03 %
Rank within sector121 / 281121 / 275262 / 271 / /
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Calendar performance

YTD-20172016201520142013
Fund7.57 %0 %0 %0 %0 %
Sector6.74 %13.29 %2.25 %4.96 %13.5 %
Rank within sector93 / 275 / / / /
Quartile th2 nd th th th th

Price movement

52 week high111
52 week low99.6989
Current bid price0
Current offer price0
Current mid price110.8

Holdings by region

  • 39.33% North America
  • 24% Not Specified
  • 11.04% Europe
  • 7% Money Market
  • 6.21% Asia Pacific
  • 4.83% Japan
  • 4.83% UK
  • 2.76% Global Emerging Markets

Holdings by sector

-

Holdings by asset type

  • 69% International Equities
  • 12% Hedge
  • 7% Money Market
  • 5% Global Fixed Interest
  • 4% Commodity & Energy
  • 2% Property
  • 1% Global High Yield Fixed Interest

Individual holdings

  • 9.41% HENDERSON GARTMORE CONTINENTAL EUROPEAN H HEDGED ACC USD
  • 8.39% FIRST STATE ASIA FOCUS B ACC USD
  • 8.37% VANGUARD S&P 500 UCITS ETF USD
  • 8.37% VANGUARD S&P 500 UCITS ETF USD
  • 7.93% FTSE RAFI US 1000 UCITS ETF USD
  • 5.25% NATIXIS LOOMIS SAYLES U.S. EQUITY LEADERS I/A USD
  • 5.05% INVESCO MANAGEMENT SA
  • 5.02% JPM US EQUITY INCOME C ACC
  • 4.83% DODGE AND COX US STOCK A USD
  • 4.83% T. ROWE PRICE US SMALLER COMPANIES EQUITY Q USD