Growth Portfolio
Currency: GBP
Fund Name Ticker Asset
Class
Theme Asset
Region
TER
(bps)
Launch Date AUM Provider ISIN Exchange
Name
Trading
Currency
Base
Currency
Swap Or
Physical
Domicile Leverage
Ratio
Benchmark Ticker Dividend
Frequency
Dividend
Yield
Return
Ytd
Return
1W
Return
1M
Return
1Y
Return
3Y
Return
5Y
Volatility
1Y
Volatility
3Y
Volatility
5Y
Benchmark Name Weight
Portfolio Analytics
Portfolio Returns
YTD Return4.79%
1M Return1.67%
1Y ReturnN/A
3Y ReturnN/A
5Y ReturnN/A
10Y ReturnN/A
Overall Return5.88%
Portfolio Analytics
Number of Allocations 16
1Y VolatilityN/A
10Y VolatilityN/A
Overall Volatility15.0%
Maximum Drawdown-8.5%
Weighted Yield1.5%
Weighted TER26.7bps