Fact sheet: Carvetian The Wyke

Fund information

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

Quick stats

1 Year return

5.66 %

1 Year rank in sector

199/240

Sector

UT Flexible Investment

Yield

1.1422

Fund size

£ 20.9 m

FE Risk score

51

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.35 %1.44 %5.66 %25.52 %0 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector156 / 269237 / 254199 / 240156 / 206 /
Quartile th3 rd4 th4 th4 th th

Calendar performance

YTD-20172016201520142013
Fund5.3 %13.6 %1.26 %0 %0 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector198 / 241113 / 227136 / 214 / /
Quartile th4 th2 nd3 rd th th

Risk statistics

Alpha-0.63
Beta1.04
Sharpe0.52
Volatility6.76
Tracking error2.77
Information ratio-0.13
R-Squared0.83

Price movement

52 week high123.9
52 week low114.4
Current bid price0
Current offer price0
Current mid price121.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-