Funds at a glance

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XS Select Income Fund of Funds

XS Guarded Fund of Funds

Risk profile Low medium

Investment manager

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XS Select Guarded Fund of Funds

Risk profile Low medium

Investment manager

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XS Diversified Fund of Fund

Risk profile Medium

Investment manager

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XS Select Diversified Fund of Funds

Risk profile Medium

Investment manager

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Fund performance at:

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Low risk High risk
1 year 7.97%
3 years -
5 years -
7 years -
10 years -
Risk Low
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 13.26%
3 years 5.98%
5 years 5.94%
7 years 6.47%
10 years 8.19%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 14.31%
3 years 6.31%
5 years 5.78%
7 years 6.72%
10 years 8.42%
Risk Low medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 19.6%
3 years 4.27%
5 years 4.5%
7 years 5.19%
10 years 8%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception
1 year 24.53%
3 years 7.56%
5 years 6.24%
7 years 6.48%
10 years 9%
Risk Medium
  • Return
  • Benchmark
  • Inflation
Since inception

Disclaimer

Performance is calculated for the portfolio and individual investment performance may differ as a result of initial fees, the actual investment, the actual investment date, the date of reinvestment and dividend withholding tax. The annualised total return is the average return earned by an investment each year over a given time period.

Fees

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Fund name Investment management The annual Investment Management fee is paid by a fund to the fund manager for investment management services Transaction Costs The annual Investment Management fee is paid by a fund to the fund manager for investment management services Total investment charges The Total Investment Charges expressed as a percentage of the Fund, relates to all the investment costs of the Fund. Both the TER and the TC of the fund are calculated on an annualised basis
XS Select Income Fund of Funds 1.13% 0.01% 1.14%
XS Guarded Fund of Funds 1.37% 0.06% 1.43%
XS Select Guarded Fund of Funds 1.43% 0.05% 1.48%
XS Diversified Fund of Fund 1.45% 0.10% 1.55%
XS Select Diversified Fund of Funds 1.43% 0.15% 1.58%

Fund fact sheets

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Fund name Quarterly commentary Factsheet
XS Select Income Fund of Funds Download PDF PDF Download PDF PDF