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Evelyn MM Endurance Balanced Class B - Income (GBP)

Sell:179.00p Buy:179.00p Change: 0.90p (0.51%)
Prices as at 24 December 2024
Sell:179.00p
Buy:179.00p
Change: 0.90p (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
Invest now
Prices as at 24 December 2024
Sell:179.00p
Buy:179.00p
Change: 0.90p (0.51%)
Prices as at 24 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 0.96% 13.55% -5.47% 7.30% 10.87%

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: Genevra Banszky von Ambroz
Manager start date: 25 September 2014
Manager located in: London

Genevra joined the Smith & Williamson Investment Management Graduate Scheme in September 2008, and became a permanent member of the firm's Multi-Manager team in January 2010. She has been assistant fund manager on the MM Cautious Growth Fund and MM Global Investment Fund since January 2014. Genevra graduated from Durham University in 2007 with a BA (Hons) degree in Politics. She is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and is a CAIA Level II candidate.

manager photo
Manager Name: James Burns
Manager start date: 1 April 2007
Manager located in: London

James Burns graduated from St Andrews University in 1998 before joining the Company in September 1999. He has been working on the Investment Trust desk since January 2001. James also manages the Smith & Williamson MM Cautious Fund, Smith & Williamson Growth Portfolio Fund, Endurance Balanced Fund and some charitable portfolios. He is a Member of the Securities & Investment Institute.

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
Invest now