FP Russell Investments Multi Asset Growth III C Acc
Shares Class | Inc. |
---|---|
Yield | 1.25 |
Total Expense Ratio | 0.58 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.25 |
Total Expense Ratio | 0.58 |
Cumulative Performance
Discrete Performance
Fund Size | 101,121,900.00 | Launch Date | 01/10/2012 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.30 |
Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 0.58 |
ISIN | GB00B7W5QJ24 | Min Topup (£) | 500.00 | Ongoing Charge (%) | 0.5800 (on 31/05/2020) |
The Fund aims to achieve capital appreciation over the long term.
Alain Zeitouni
Alain Zeitouni is a senior portfolio manager for several flagship Russell Investments funds in EMEA, including the Multi-Asset Growth Strategy (MAGS) funds. Alain has been with Russell Investments for close to a decade, originally appointed in October 2011, as a portfolio manager within the Multi-Asset team. Since September 2020, Alain has expanded his existing portfolio management remit and is now leading the EMEA Multi-Asset team, where he co-manages the MAGS GBP and EURO Fund, as well as the MAGS risk-rated retail fund range. Alain works closely with Tom Macdonald – Multi Asset Portfolio Manager, and Brian Meath – Managing Director and Head of Portfolio Management in his expanded role. Alain previously spent 10 years at Barclays Wealth Managers France where he created and led the multi management department. Under his leadership several funds were launched under the umbrella brand Barclays AlphaStars, representing more than EUR 500 million of assets. This also included the award-winning fund Barclays AlphaStars Discovery fund, investing exclusively in newly created asset management boutiques. Before that he successively held the positions of Head of Product Development and Product Manager at Barclays AM. Alain graduated from EM Lyon and began his career in London with General Electric Capital Europe as a financial analyst. Major in Finance, EM Lyon Business School and BA Economics in Paris-Dauphine University.
Name | Weight |
---|---|
Alternative Assets | 1.60% |
Commodity & Energy | 0.90% |
Convertibles | 3.30% |
Europe ex UK Equities | 10.70% |
Global Emerging Market Equitie | 5.40% |
Global Government Fixed Intere | 13.20% |
Global High Yield Fixed Intere | 5.50% |
Global Investment Grade Fixed | 6.00% |
Japanese Equities | 7.00% |
Money Market | 8.20% |
Property Shares | 3.30% |
UK Equities | 17.70% |
US Equities | 17.20% |
Name | Weight |
---|---|
Europe ex UK | 9.00% |
Global Emerging Markets | 5.00% |
International | 11.00% |
Japan | 5.00% |
Money Market | 8.00% |
Not Specified | 0.00% |
UK | 17.00% |
USA | 8.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.