Fact sheet: Carvetian The Lowesby Balanced

Fund information

Fund name
Carvetian The Lowesby Balanced
Fund company manager
Carvetian Capital Mgt Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To achieve long term capital growth, with income returns sought as a secondary objective, through investment in some or all sectors in some or all world markets including the UK.
Benchmark
-
Investment style
Aggressive
Investment method
None

Quick stats

1 Year return

11.21 %

1 Year rank in sector

5/28

Sector

UT UK Equity & Bond Income

Yield

2.1937

Fund size

£ 175.1 m

FE Risk score

60

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.75 %6.8 %11.21 %31.83 %46.74 %
Sector2.41 %5.58 %9.23 %31.59 %52.78 %
Rank within sector9 / 287 / 285 / 2818 / 2517 / 23
Quartile th2 nd1 st1 st3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund10.5 %9.61 %3.41 %5.6 %9.56 %
Sector8.17 %11.66 %2.7 %5.47 %15.53 %
Rank within sector3 / 2822 / 2712 / 258 / 2422 / 23
Quartile th1 st4 th2 nd2 nd4 th

Risk statistics

Alpha-1.14
Beta1.21
Sharpe0.55
Volatility7.57
Tracking error2.85
Information ratio0.09
R-Squared0.89

Price movement

52 week high137.3
52 week low122.5
Current bid price0
Current offer price0
Current mid price136.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-