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IFSL YOU Multi Asset Blend Growth Class A - Accumulation (GBP)

Sell:139.80p Buy:139.80p Change: 0.80p (0.58%)
Prices as at 16 May 2025
Sell:139.80p
Buy:139.80p
Change: 0.80p (0.58%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 16 May 2025
Sell:139.80p
Buy:139.80p
Change: 0.80p (0.58%)
Prices as at 16 May 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

16/05/20 to 16/05/21 16/05/21 to 16/05/22 16/05/22 to 16/05/23 16/05/23 to 16/05/24 16/05/24 to 16/05/25
Annual return 25.52% -0.61% 3.49% 12.72% 4.48%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Shane Balkham
Manager start date: 1 July 2019
Manager located in: TBC

Shane joined The Beaufort Group at its inception in 2012 and is Chief Investment Officer for Beaufort Investment and is responsible for communicating our investment strategy to all stakeholders, as well as overall responsibility for the investment team.Having joined Friends Provident in 1990, Shane held various roles within the industry before focusing purely on investments. More recently he has spearheaded the investment team, resulting in Beaufort Investment being recognised as finalists in Money Marketing's Discretionary Fund Manager of the Year 2019.Shane is a Chartered Fellow of the Chartered Institute for Securities and Investment, is a member of the CFA UK Society and holds the Investment Management Certificate.

Manager Name: Cormac Nevin
Manager start date: 10 September 2020
Manager located in: TBC

Cormac began his career in Financial Services in 2012 with an internship with Partners Capital. Prior to this he read Economics and Investment Analysis at Trinity College Dublin. He then spent a number of years working as an Analyst for SECOR Asset Management, an outsourced investment office for pension funds. At SECOR, Cormac gained experience in qualitative manager research and developed a quantitative skillset surrounding return decomposition and the creation of models. Before joining Beaufort Investment, he worked in Fintech for over a year. Cormac holds the Investment Management Certificate, level I of the CAIA and is studying for level II.

Manager Name: Chris Ayton
Manager start date: 1 September 2022
Manager located in: TBC

Chris joined the team as a Fund Manager in 2022. He possesses over 27 years of global manager research and multi-manager portfolio management experience. Most recently, Chris managed his own investments consulting firm, advising a $10bn+ Asian university endowment on their European public and private investments as well as sustainability focused strategies. Prior to this, Chris spend over 12 years as a Partner and Portfolio Manager at Connecticut based Alternative Investment Group LLC. There he founded their first overseas office and was responsible for leading investment strategy, external manager selection and portfolio management for hedge fund and public equity investments outside the U.S. From 1995 to 2007, Chris worked at UK Institutional investment consultant, Stamford Associates Limited, where he was Head of Investment Management Research, leading and developing the global manager research team advising multi-billion-pound UK pension funds and wealth managers. Chris graduated in Economics from the University of Southampton and holds the Investment Management Certificate.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account