Fact sheet: Braemar UK Agricultural Land

Fund information

Fund name
Braemar UK Agricultural Land GBP
Fund company manager
Braemar Group PCC Limited
Fund type
SIB
Fund objective
To invest in arable farmland and related buildings, which are managed as a portfolio of tenanted properties, with the potential for capital growth. The tenancies are managed by the Property Adviser, Chesterton Humberts, and the land is farmed by tenants who grow, predominantly, cereal crops.
Benchmark
FTSE All Share TR
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

-11.81 %

1 Year rank in sector

27/28

Sector

FO Property - Europe

Yield
-
Fund size

£ 9.3 m

FE Risk score

41

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Property
    100%
  • Property
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.46 %-7.95 %-11.81 %-12.91 %-2.31 %
Sector0.92 %3.74 %1.57 %18.02 %29.72 %
Rank within sector24 / 2428 / 2927 / 2820 / 2116 / 18
Quartile th4 th4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund-8.09 %-6.25 %-1.42 %1.29 %11.26 %
Sector4.41 %1.42 %7.37 %9.66 %4.02 %
Rank within sector28 / 2925 / 2820 / 2117 / 198 / 18
Quartile th4 th4 th4 th4 th2 nd

Risk statistics

Alpha-5.68
Beta0.04
Sharpe-0
Volatility4.06
Tracking error6.18
Information ratio-1.7
R-Squared0

Price movement

52 week high1.2167
52 week low1.0765
Current bid price0
Current offer price0
Current mid price1.0765

Holdings by region

  • 100% UK

Holdings by sector

  • 100% Property

Holdings by asset type

  • 100% Property

Individual holdings

-