IFSL Sinfonia Cautious Managed A Acc

Name
IFSL Sinfonia Cautious Managed Portfolio A Acc
Manager
Investment Fund Services Limited
Type
Open Ended Investment Company
ISIN
GB00B2R2Y002
Sector
LC00002661
Launched
13/06/2008
OCF
1 %
Risk Rating
3
3 Year Sharpe
1.34
3 Year Alpha
0.47
Yield
0.7 %
Benchmark
Not Benchmarked
The Sub-Fund aims to provide long-term returns, by a combination of both capital growth and income generation. The Sub-Fund’s investment objective will be achieved by investing in a diversified portfolio of equities as well as fixed interest securities, warrants and money market instruments primarily through investment in a portfolio of collective investment schemes. The Sub-Fund will typically be invested in a global portfolio of assets and may also focus on UK assets. Normally, the Sub-Fund will be fully invested except for an amount to enable redemption of shares, efficient management of the Sub-Fund in relation to its strategic objectives, and other purposes which may be reasonably regarded as ancillary to the investment objectives of the Sub-Fund.
Holding%
BlackRock UK Credit Scrnd Flex Acc GBP18.48 %
JPM UK Equity Core E Net Acc13.90 %
L&G All Stocks Gilt Index Trust C Dist11.21 %
L&G UK Index Trust C Acc7.94 %
Parvest Equity Best Sel Eurp ex-UK X C6.27 %
Parvest Bond World X C5.88 %
Amundi Fds Bd Global Aggregate IHE-C5.65 %
BNP Paribas InstiCash GBP X C4.99 %
SPDR® S&P US Financials Select Sect ETF4.10 %
Barings EM Local Debt B USD Acc3.09 %
Region%
United Kingdom49.56 %
United States18.22 %
Eurozone16.87 %
Europe - ex Euro5.18 %
Sector%
Financial Services26.60 %
Consumer Defensive10.32 %
Industrials10.24 %
Consumer Cyclical9.91 %
Healthcare9.01 %
Basic materials8.99 %
Energy8.98 %
Technology8.62 %
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.

Data provided by Morningstar.

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