Fact sheet: Aspect Divsfd Trds

Fund information

Fund name
Aspect Diversified Trends P GBP
Fund company manager
Aspect Capital
Fund type
SIB
Fund manager(s)
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

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.25 %

1 Year rank in sector

27/157

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size
-
FE Risk score

123

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund6.06 %17.58 %10.98 %8.81 %0 %
Sector1.77 %4.15 %5.96 %4.33 %10.98 %
Rank within sector9 / 1563 / 17027 / 15735 / 97 /
Quartile th1 st1 st1 st2 nd th

Calendar performance

YTD-20182017201620152014
Fund7.55 %4.12 %-8.7 %8.82 %30.24 %
Sector1.78 %4.12 %-0.53 %-0.64 %5.08 %
Rank within sector3 / 14078 / 155114 / 1226 / 967 / 84
Quartile th1 st3 rd4 th1 st1 st

Risk statistics

Alpha-0.94
Beta3
Sharpe-0
Volatility13.19
Tracking error12.47
Information ratio0.01
R-Squared0.19

Price movement

52 week high134.31
52 week low112.9
Current bid price0
Current offer price0
Current mid price134.31

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-