Fact sheet: BluefieldSolar Inc Fd Ltd

Fund information

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

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

17.2 %

1 Year rank in sector

1/6

Sector

IT Infrastructure - Renewable Energy

Yield

7.5594

Fund size

£ 428.1 m

FE Risk score

74

NAV

110.49

Discount/Premium

+4.7606

Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.06 %5.82 %17.2 %36.89 %0 %
Sector-0.58 %2.41 %10.63 %27.03 %53.49 %
Rank within sector1 / 71 / 61 / 61 / 6 /
Quartile th1 st1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund12.92 %11.87 %5.43 %10.26 %0 %
Sector7.42 %12.58 %4.75 %4.25 %14.62 %
Rank within sector1 / 63 / 63 / 63 / 4 /
Quartile th1 st2 nd2 nd3 rd th

Risk statistics

Alpha4.63
Beta0.81
Sharpe0.9
Volatility8.73
Tracking error7.57
Information ratio0.36
R-Squared0.26

Price movement

52 week high118.25
52 week low102
Current bid price115.75
Current offer price116.75
Current mid price115.75

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-