SVS Church House Tenax Absolute Return Strategies Fund A AccRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -1.7 | 3.4 | 3.8 | 1.4 | -6.4 |
![]() | +/-Cat | 2.1 | -5.7 | -0.1 | -2.1 | 2.8 |
![]() | +/-B’mrk | - | - | -1.4 | -2.3 | 2.9 |
Category: GBP Allocation 20-40% Equity | ||||||
Category Benchmark: Morningstar UK Mod Caut Tgt... |
Key Stats | ||
NAV 01/07/2022 | GBX 154.60 | |
Day Change | 0.06% | |
Morningstar Category™ | GBP Allocation 20-40% Equity | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00B28KSG75 | |
Fund Size (Mil) 01/07/2022 | GBP 443.66 | |
Share Class Size (Mil) 12/04/2011 | GBP 9.84 | |
Max Initial Charge | - | |
Ongoing Charge 14/06/2022 | 1.35% |
Investment Objective: SVS Church House Tenax Absolute Return Strategies Fund A Acc |
The Sub-fund aims to provide an absolute return, aiming to achieve positive returns over rolling twelve-month periods at low levels of volatility (meaning changes in value of up to 5% per annum in normal market conditions). The Sub-fund is actively managed and will gain a diverse exposure to a range of global asset classes. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Jeremy Wharton 21/11/2007 | ||
James Mahon 21/11/2007 | ||
Inception Date 21/11/2007 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
SONIA | Morningstar UK Mod Caut Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for SVS Church House Tenax Absolute Return Strategies Fund A Acc | 31/05/2022 |
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
![]() | ||||||||||||||||||||||||||||||||||||||||||
|