Fact sheet: Carvetian The Lowesby Growth

Fund information

Fund name
Carvetian The Lowesby Growth
Fund company manager
Carvetian Capital Mgt Ltd
Fund type
OIC
Fund objective
-
Benchmark
-
Investment style
Flexible,Growth
Investment method
None

Quick stats

1 Year return

20.34 %

1 Year rank in sector

19/28

Sector

UT UK Equity & Bond Income

Yield

1.011

Fund size

£ 28.8 m

FE Risk score

64

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.5 %7.51 %20.34 %39.22 %70.03 %
Sector0.43 %6.84 %19.49 %26.82 %60.46 %
Rank within sector2 / 2810 / 2819 / 282 / 2510 / 23
Quartile th1 st2 nd3 rd1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund7.74 %12.08 %3.37 %10.2 %16.97 %
Sector6.23 %11.66 %2.7 %5.47 %15.53 %
Rank within sector9 / 2814 / 2713 / 251 / 2412 / 23
Quartile th2 nd3 rd3 rd1 st3 rd

Risk statistics

Alpha1.08
Beta1.36
Sharpe0.87
Volatility9.16
Tracking error4.97
Information ratio0.72
R-Squared0.76

Price movement

52 week high151.7
52 week low129.1
Current bid price0
Current offer price0
Current mid price151.7

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-