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IFSL TILNEY BESTINVEST GLOBAL DEFENSIVE USD

IFSL TILNEY BESTINVEST GLOBAL DEFENSIVE USD - Overview

Overview of IFSL TILNEY BESTINVEST GLOBAL DEFENSIVE USD Buy in ISA Buy in Investment Account

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. IFSL TILNEY BESTINVEST GLOBAL DEFENSIVE USD does not fall into either of these categories at present.

  • Standard Initial Charge 0.00%
  • Initial charge via Bestinvest 0.00%

Fund summary

Sector Mixed Investment 0-35% Shares
Structure OEIC
Launched July, 2016
Size £4m
Yield 1.3%
Charging basis Capital
Dividends paid Acc units only

Charges

Standard initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Ongoing charges figure 2.01%

Risks

Before investing make sure you have understood the risks relevant to the fund by reviewing our Risk Warnings section. Further information on the risks are contained in the fund's Key Information Investor Document, which we make available to you before you make a decision to invest, alternatively it is available on request.

Bestinvest view

No information available.

Portfolio

Allocation Proportion(%)
Equity 11
High yield bonds 7
Quality bonds 37
Property 14
Commodities 2
Hedge 27
Fund cash 2
Allocation Proportion(%)
UK 30
Europe 8
North America 31
Japan 18
Pacific 7
Emerging Markets 7
Allocation Proportion(%)
Large Caps 57
Mid Caps 31
Small Caps 12
View all performance data for this fund

Investment process

No information available.

Live feed

Bid price(inc) 78.91p
Accum units 78.91p
Fund commentary
Fund data updated on 15/01/19

Asset allocation

Allocation Proportion(%)
Equity 11
High yield bonds 7
Quality bonds 37
Property 14
Commodities 2
Hedge 27
Fund cash 2

Equity Geographic

Allocation Proportion(%)
UK 30
Europe 8
North America 31
Japan 18
Pacific 7
Emerging Markets 7

Equity Capitalisation

Allocation Propor
tion(%)
Large Caps 57
Mid Caps 31
Small Caps 12

Top 10 holdings

As at: 31/10/2018
11.9789%Ishares $ Tips 0-5 Ucits Etf Usd
8.3057%Bmo Global Real Estate Securities 3 Inc
7.9625%Lindsell Train Global Equity C Usd
6.8126%Ishares Iii Plc Msci Target Us Reat Estate Etf Usd Dist Usd
5.1898%Invesco Management Sa
5.1216%Globalreach Multi-Strategy Icav
5.1085%Ssga Spdr Bloomberg Barclays 0-3 Year Us Corporate Bond Ucits Etf Usd
5.0112%Axa World Funds Us Short Duration High Yield Bonds Zi Dis Usd
4.9751%Vontobel Fund Management Sa Twentyfour Abs Rtn Credit Aqhng Usd
4.9733%Insight Libor Plus F Usd
Source: Trustnet

Sector breakdown

Portfolio details

No information available.

Constraints

No information available.

Average monthly relative returns Bestinvest MRI
14/15 15/16 16/17 17/18 18/19   3 years 5 years Career 3 years 5 years Career
-0.28%   -0.06%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Chris Godding

Manager. Godding has 30 years of investment management experience both as a long- only and long-short manager. He has managed funds investing in global equities as well as multi-asset class portfolios. His experience in wealth management includes three years at a multi-family office and nine years at Morgan Stanley, where he was CIO.

Track record

The track record of Chris Godding in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.

Periods of worst performance
Absolute -7% (August 2018 - December 2018)
Relative -7% (August 2018 - December 2018)

Sector record since February 2017 (2 yr)




About the MRI

Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level.

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