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First Western Fixed Income Fund;Institutional

Ranked 161 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Barry Julien

Objective

The Fund seeks total return. The Fund will primarily invest in a diversified portfolio of with at least 80% of its assets in investment grade fixed-income securities that is believed to offer the potential for capital appreciation and current income.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.2% 1.4% 1.1%
2016 3.1% 1.8% 2.0% 1.0% -1.7%
2015 1.8% 1.5% -0.7% 1.0% 0.0%
2014 4.9% 2.0% 1.8% 0.1% 0.9%
2013 0.5% 0.7% -2.1% 1.0% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/11/2012
  • Share Class size64Mn
  • Base currencyUSD
  • ISIN US33750W1027

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.17%

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