Fact sheet: BluefieldSolar Inc Fd Ltd

Fund information

Fund name
Bluefield Solar Income Limited
Fund company manager
Bluefield Partners LLP
Fund type
ITR
Fund objective
-
Benchmark
-
Investment style
-
Investment method
-

Performance snapshot

Quick stats

1 Year return

22 %

1 Year rank in sector

4/6

Sector

IT Infrastructure - Renewable Energy

Yield

6.3043

Fund size

£ 425.3 m

FE Risk score

70

NAV

104.26

Discount/Premium

+10.3012

Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.29 %9.43 %22 %36.7 %0 %
Sector-0.82 %7.76 %22.7 %28.75 %51.51 %
Rank within sector4 / 62 / 64 / 62 / 6 /
Quartile th3 rd2 nd3 rd2 nd th

Calendar performance

YTD-20172016201520142013
Fund9.3 %11.87 %5.43 %10.26 %0 %
Sector7.04 %12.58 %4.75 %4.25 %14.62 %
Rank within sector1 / 63 / 63 / 63 / 4 /
Quartile th1 st2 nd2 nd3 rd th

Risk statistics

Alpha4.32
Beta0.8
Sharpe1.03
Volatility7.85
Tracking error6.66
Information ratio0.35
R-Squared0.3

Price movement

52 week high117.25
52 week low96.75
Current bid price115
Current offer price116
Current mid price115

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-