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New Capital Strategic Portfolio Accumulation (GBP)

Sell:16,798.00p Buy:16,798.00p Change: 86.00p (0.51%)
Prices as at 26 February 2021
Sell:16,798.00p
Buy:16,798.00p
Change: 86.00p (0.51%)
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 26 February 2021
Sell:16,798.00p
Buy:16,798.00p
Change: 86.00p (0.51%)
Prices as at 26 February 2021
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

01/03/16 to 01/03/17 01/03/17 to 01/03/18 01/03/18 to 01/03/19 01/03/19 to 01/03/20 01/03/20 to 01/03/21
Annual return 11.87% 12.82% -0.84% 4.93% 42.02%

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 photo
Manager Name: Mozamil Afzal
Manager start date: 29 December 2014
Manager located in: London

Mozamil Afzal is the Global CIO of EFG Asset Management and the CEO of EFG Asset Management (UK). He is Chairman of the EFGAM Asset Allocation Committee, and has overall supervisory responsibility for the investment process. He joined EFG Private Bank in 1994, and was appointed as a director and CIO of EFG Private Bank Limited in March 2003 and as a director of EFG Asset Management Limited in January 2000. During his tenure at EFG, Mozamil has held a number of roles and has been responsible for the management of a series of fixed income funds and portfolios as well as holding supervisory roles in a number of multi-manager hedge and equity funds as well as managing portfolios for Retail, Professional and Institutional Clients. Mozamil was responsible for the integration and absorption of the EFG Asset Management Limited business into EFG Private Bank Limited as well as the integration of the asset management business acquired in 2005. Prior to joining EFG he was an analyst in the Macro-economic Policy Division at HM Treasury. Mozamil holds a BSc Hons Degree in Mathematics from Middlesex University and an MBA from Aston University.

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