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DoubleLine Multi-Asset Growth Fund;A

Ranked 19 out of 140 in Flexible Portfolio over 36 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation. The Fund actively allocates its assets across asset classes, market sectors, and specific investments. The Fund allocates its assets in response to changing market, economic, and political factors and events that may affect the value of the Fund's investments.

sector performance

Flexible Portfolio
Rank Fund Name Currency Loss
41 Voya Global Perspectives Fund;R USD -8.3%
42 Eaton Vance Global Income Builder Fund;A USD -8.4%
43 DoubleLine Multi-Asset Growth Fund;A USD -8.6%
44 PSI Total Return Fund;A USD -8.6%
45 FPA Crescent Fund USD -8.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 2.9%
2016 8.9% 0.5% 2.7% 3.7% 1.7%
2015 -1.3% 3.7% -2.3% -5.0% 2.5%
2014 1.4% -0.8% 3.4% -3.2% 2.1%
2013 4.1% 0.1% -0.8% 0.9% 4.0%
2012 4.0% 1.8% -1.7% 4.6% -0.6%
2011 1.6% 0.8% -0.3% 0.7% 0.3%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date20/12/2010
  • Share Class size132Mn
  • Base currencyUSD
  • ISINUS2586207076

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.88%
  • Initial investment0