Fact sheet: CF Buxton

Fund information

Fund name
CF Buxton Acc
Fund company manager
Capita Financial Managers
Fund type
OEIC
Fund manager(s)
Fund objective
To provide capital growth and income by investing in a diversified global portfolio of predominantly equities and bonds. There will be no particular emphasis on any geographical area or any industrial or economic sector.
Benchmark
FTSE All Share TR
Investment style
Balanced
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

2.71 %

1 Year rank in sector

194/200

Sector

UT Mixed Investment 20-60% Shares

Yield

1.26

Fund size

£ 15.6 m

FE Risk score

51

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.43 %-0.02 %2.71 %17.62 %48.62 %
Sector-0.41 %2.18 %8.42 %18.77 %37.98 %
Rank within sector109 / 206188 / 204194 / 200112 / 17531 / 152
Quartile th3 rd4 th4 th3 rd1 st

Calendar performance

YTD-20172016201520142013
Fund1.99 %11.01 %2.2 %7.22 %13.16 %
Sector5.87 %10.25 %1.21 %4.98 %9 %
Rank within sector191 / 20187 / 19170 / 17732 / 16325 / 152
Quartile th4 th2 nd2 nd1 st1 st

Risk statistics

Alpha-0.38
Beta0.85
Sharpe0.5
Volatility5.8
Tracking error2.98
Information ratio-0.52
R-Squared0.76

Price movement

52 week high3562.93
52 week low3386.98
Current bid price0
Current offer price0
Current mid price3513.12

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-