Fact sheet: Acorn Kalamon

Fund information

Fund name
Acorn Kalamon
Fund company manager
Acorn Fund Management
Fund type
UKA
Fund manager(s)
Fund objective
To achieve capital growth from selecting property in various developments around the world.
Benchmark
-
Investment style
None
Investment method
Physical

Quick stats

1 Year return

-

1 Year rank in sector

43/53

Sector

UT Property

Yield
-
Fund size
-
FE Risk score

24

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0 %0 %0 %-6.92 %-22.65 %
Sector1.16 %2.52 %4.98 %21.17 %34.91 %
Rank within sector49 / 5447 / 5343 / 5350 / 5140 / 41
Quartile th4 th4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %-6.92 %-16.9 %0 %
Sector4.45 %5.04 %5.39 %10.75 %4.69 %
Rank within sector50 / 5335 / 5250 / 5146 / 4636 / 42
Quartile th4 th3 rd4 th4 th4 th

Risk statistics

Alpha-2.73
Beta0.06
Sharpe-0
Volatility3.99
Tracking error6.8
Information ratio-1.33
R-Squared0.01

Price movement

52 week high773.51
52 week low773.51
Current bid price0
Current offer price0
Current mid price773.51

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-