Fact sheet: Aspect Divsfd Trds

Fund information

Fund name
Aspect Diversified Trends P GBP
Fund company manager
Aspect Capital
Fund type
SIB
Fund manager
Aspect Capital Limited
since 29/12/2010
Fund objective
The investment objective of the Fund is to aim to achieve capital appreciation while closely controlling risk.
Benchmark
-
Investment style
Managed Futures
Investment method
Mixed

Quick stats

1 Year return

-10.47 %

1 Year rank in sector

136/146

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 493.0 m

FE Risk score

103

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.17 %-5.67 %-10.47 %20.8 %0 %
Sector0.32 %1.09 %1.18 %2.63 %7.51 %
Rank within sector70 / 149155 / 163136 / 14617 / 99 /
Quartile th2 nd4 th4 th1 st th

Calendar performance

YTD-20172016201520142013
Fund-3.8 %-8.7 %8.82 %30.24 %0 %
Sector1.98 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector145 / 160122 / 1296 / 1067 / 91 /
Quartile th4 th4 th1 st1 st th

Risk statistics

Alpha6.45
Beta3.18
Sharpe0.28
Volatility14.36
Tracking error13.61
Information ratio0.51
R-Squared0.18

Price movement

52 week high130.14
52 week low112.9
Current bid price0
Current offer price0
Current mid price115.38

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-