IFSL Sinfonia Adventurous Growth A Acc

Name
IFSL Sinfonia Adventurous Growth Portfolio A Acc
Manager
Investment Fund Services Limited
Type
Open Ended Investment Company
ISIN
GB00B2R2YS84
Sector
LC00002661
Launched
13/06/2008
OCF
1.13 %
Risk Rating
3
3 Year Sharpe
0.96
Yield
0.8 %
Benchmark
Not Benchmarked
The Sub-Fund aims to provide long-term capital growth. The Sub-Fund’s investment objective will be achieved by investing in a diversified portfolio of fixed interest securities and equities, as well as warrants, and money market instruments, through investment in a portfolio of collective investment schemes. The Sub-Fund will typically be invested in a global portfolio of assets but may also focus on UK assets.
Holding%
JPM UK Equity Core E Net Acc19.03 %
L&G UK Index Trust C Acc18.04 %
BlackRock UK Credit Scrnd Flex Acc GBP14.39 %
Parvest Equity Asia Pac ex-Jpn X C5.88 %
Parvest Equity Best Sel Eurp ex-UK X C5.21 %
Fisher Invts Instl Emerg Mkts Eq USD4.92 %
SPDR® S&P US Financials Select Sect ETF4.59 %
iShares Core MSCI EM IMI ETF USD Acc4.41 %
BNPP L1 USA X USD CAP3.20 %
BNPP E MSCI Pac exJpn exCW Trk I GBP Cap3.03 %
Region%
United Kingdom43.56 %
United States13.91 %
Asia - Emerging10.21 %
Asia - Developed8.34 %
Eurozone8.21 %
Japan6.14 %
Sector%
Financial Services25.65 %
Technology11.71 %
Consumer Cyclical10.39 %
Industrials9.92 %
Consumer Defensive9.54 %
Basic materials8.69 %
Energy8.30 %
Healthcare7.63 %
Name
Investment Fund Services Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Havard Tveit

Joined 02/01/2011

Håvard Tveit is a Senior Portfolio Manager within FundQuest, joining from the Fortis Multi-Management team. His main responsibility is managing fixed income and equity fund of fund portfolios. Prior to his current role, Håvard spent 3 years at HSBC Investments managing a range of global and UK bond funds as well as specialist equity sector funds for their Multi-Management unit. Håvard has a wealth of funds experience, having previously worked at JP Morgan Private Bank, Skandia Investment Research and Templeton Investments. At JP Morgan he was responsible for a combination of fixed income manager analysis for the bank’s private banking business, as well as managing a suite of balanced, equity and fund of hedge funds. Håvard graduated from University of Strathclyde and is a CFA charter holder.

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