Fact sheet: Carvetian The Lowesby Growth

Fund information

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

Quick stats

1 Year return

12.89 %

1 Year rank in sector

2/28

Sector

UT UK Equity & Bond Income

Yield

1.0902

Fund size

£ 29.3 m

FE Risk score

62

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.14 %7.74 %12.89 %40.05 %65.18 %
Sector2.46 %5.14 %9.44 %31.84 %52.76 %
Rank within sector19 / 283 / 282 / 284 / 255 / 23
Quartile th3 rd1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund10.34 %12.08 %3.37 %10.2 %16.97 %
Sector8.15 %11.66 %2.7 %5.47 %15.53 %
Rank within sector4 / 2814 / 2713 / 251 / 2412 / 23
Quartile th1 st3 rd3 rd1 st3 rd

Risk statistics

Alpha0.28
Beta1.34
Sharpe0.73
Volatility9.08
Tracking error4.89
Information ratio0.52
R-Squared0.76

Price movement

52 week high154.9
52 week low136.4
Current bid price0
Current offer price0
Current mid price154.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-