Fact sheet: MetLife Aggressive Mgd Pfl Pn

Fund information
Fund name
MetLife Aggressive Managed Portfolio Pn
Fund manager company
MetLife
Fund type
Pension Fund
Fund manager
  • Management Teamsince 29/06/2008
No data available.
Fund objective
The MetLife Aggressive Managed Portfolio aims to maximise investment returns over the longer term but may be exposed to short-term volatility. The underlying funds may be invested up to 100% in equities, although at least 50% will be held in Sterling denominated assets. This Portfolio is likely to appeal to investors seeking to maximise returns over the longer term, but prepared to accept higher levels of risk and fluctuations in value over the short term.
Benchmark
  • No Specified Index
Investment style
No data available.
Investment method
No data available.
Quick stats
1 Year return
12.3%
1 Year rank in sector
240/422
Sector
PN Flexible Investment
Yield
-
Fund size
£2m (£2m last year)
FE Risk score
?FE Risk Scores measure the riskiness of instruments relative to the FTSE 100 index of shares. Weekly volatility is measured over three years with recent behaviour counting more heavily than earlier behaviour. Cash-type investments will have scores close to zero. Funds will tend to have scores in the 0-150 range. The FTSE 100 is always scored at 100. There is no upper limit.
83
Top in this sector
Fund name1 Year
Scot Eq UBS Stockmkt Mgd Pn28.6%
Aviva Variable Annuity CU Pn27.3%
FL Spicers Adventurous Pn25.6%
Aegon Mrc Divfd Gth Pn25.2%
OMW IPL F&CUK EqLkd GiltPn24.9%
...more in PN Flexible Investment

Performance snapshot

Holdings snapshot

  • UK45.7%
    USA28.5%
    Eurozone11.4%
    Europe4.8%
    Others2.6%
  • Cyclical Consumer Goods15.2%
    Financial Services14.5%
    Consumer Staples14%
    Industrials12.8%
    Technology11.9%
  • International Equities97.6%
    Others2.6%
    Global Fixed Interest0%
    Money Market-0.2%

Performance vs Sector

Cumulative performance
 1 mth3 mth6 mth1 yr3 yr5 yr
Fund0.8%0.8%9.8%12.3%28.3%76.9%
Sector0.1%0.2%8.6%12%24.6%53.7%
Rank within sector153 / 485248 / 472274 / 464240 / 422129 / 30928 / 246
Quartile2nd3rd3rd3rd2nd1st
Calendar performance
 YTD - 20162015201420132012
Fund11.1%5%7%24.3%14.5%
Sector11.7%2.5%6.7%14.8%10.5%
Rank within sector268 / 43078 / 335123 / 30926 / 26626 / 249
Quartile3rd1st2nd1st1st
Risk statistics
Alpha
?Alpha is a measure of a fund's over- or under-performance by comparison to its benchmark. If the Alpha is 5, the fund has outperformed its benchmark by 5%; so the greater the Alpha, the greater the outperformance.
-0.75
Beta
?Beta estimates a fund's volatility by comparison to that of its benchmark. A fund with a beta close to 1 means that the fund will move generally in line with the benchmark. Higher than 1 and the fund is more volatile than the benchmark and vice versa.
1.28
Sharpe
?This commonly-used measure calculates the level of return over and above the return of a notional risk-free investment, such as cash. The difference in returns is then divided by the fund's volatility. The resulting ratio is an indication of the amount of excess return generated per unit of risk.
0.49
Volatility
?Volatility (or standard deviation), when applied to an investment fund, expresses its risk. It shows how widely a range of returns varied from the fund's average return over a particular period. For example, if a fund had an average return of 5%, and its volatility was 15, this would mean that the range of its returns over the period had swung between +20% and -10%.
9.36
Tracking error
?This measures the standard deviation of a fund's excess returns over the returns of an index or benchmark portfolio. As such, it can be an indication of 'riskiness' in the manager's investment style. A Tracking Error below 2 suggests a passive approach. At 3 and above the the manager will be deploying a more active investment style.
3.73
Information ratio
?This is a useful risk-adjusted measure of actively managed fund performance. It is calculated by deducting the returns of the fund's benchmark from the fund's overall returns, then dividing the result by its tracking error. The higher the Information Ratio the better. It is generally considered that a figure of 0.5 reflects a good performance, 0.75 very good, and 1.00 outstanding.
0.27
R-Squared
?An indication of how closely correlated a fund is to an index or a benchmark. Values for R-Squared range between 0 and 1, with 0 indicating no correlation at all and 1 showing a perfect match. Values upwards of 0.7 suggest that the fund's behaviour is increasingly linked to its benchmark.
0.88
Price movement
52 week high184.53
52 week low143.95
Current bid price-
Current offer price-
Current mid price179.57
Region
1UK45.7%
2USA28.52%
3Eurozone11.44%
4Europe4.82%
5Others2.59%
6Emerging Asia2.19%
7Canada1.13%
8Asia0.93%
9Japan0.89%
Industry sector
1Cyclical Consumer Goods15.19%
2Financial Services14.53%
3Consumer Staples14.03%
4Industrials12.82%
5Technology11.9%
6Health Care10.77%
7Energy5.61%
8Telecommunications Utilities5.05%
9Basic Materials3.83%
Asset type
1International Equities97.6%
2Others2.59%
3Global Fixed Interest0.02%
4Money Market-0.2%
Individual holdings
1METLIFE FIDELITY AMERICAN PN12.13%
2METLIFE FIDELITY EUROPEAN PN12.06%
3METLIFE SCHRODER UK ALPHA PLUS PN9.99%
4METLIFE/RP INVESCO PERPETUAL9.08%
5METLIFE NORTH AMERICAN EQUITY INDEX9.04%
6METLIFE JUPITER UK GROWTH8.94%
7METLIFE BLACKROCK UK8.85%
8METLIFE JUPITER GLOBAL MANAGED PN7.99%
9 METLIFE/RP NEWTON UK7.89%
Management
Fund manager group
MetLife
Fund manager company
MetLife
Fund type
Pension Fund
Fund objective
The MetLife Aggressive Managed Portfolio aims to maximise investment returns over the longer term but may be exposed to short-term volatility. The underlying funds may be invested up to 100% in equities, although at least 50% will be held in Sterling denominated assets. This Portfolio is likely to appeal to investors seeking to maximise returns over the longer term, but prepared to accept higher levels of risk and fluctuations in value over the short term.
Benchmark
  • No Specified Index
Investment style
No data available.
Investment method
No data available.
Fund manager
NameSinceBiography
Management Team29/06/2008
Compliance
No data available.
Domicile
No data available.
Fund for sale in
United Kingdom
MetLife Aggressive Managed Portfolio Pn
Initial charge-
Annual charge0.88%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.06%
Bid price-
Offer price-
Mid price179.571
CurrencyGBX
Price updated08/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeX651
MetLife Aggressive Managed Portfolio Pn RP
Initial charge-
Annual charge0.88%
Min single investment£0
Min regular saving£0
Available in ISANo
Ongoing charge (OCF)-
Total expense ratio (TER)1.06%
Bid price-
Offer price-
Mid price200.056
CurrencyGBX
Price updated08/12/2016
TypeAccumulation
Institutional or retail classRetail
Domicile-
Citi codeDBG0
Data provided by

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