Fact sheet: Castle Trust GrtLoGrHo5Yr

Fund information

Fund name
Castle Trust Greater London Growth Housa 5 Year Feb-15
Fund company manager
Castle Trust
Fund type
SIB
Fund manager(s)
Fund objective
To outperform the performance of the Halifax Residential Property Index.
Benchmark
Halifax Property Index
Investment style
Target Maturity
Investment method
Equity

Quick stats

1 Year return

3.45 %

1 Year rank in sector

83/128

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size
-
FE Risk score

70

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    100%
  • Residential - Property
    100%
  • Property
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0 %1.23 %3.45 %0 %0 %
Sector0 %2.81 %5.74 %6.83 %17.4 %
Rank within sector65 / 14077 / 14083 / 128 / /
Quartile th2 nd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund3.45 %11.07 %0 %0 %0 %
Sector5.79 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector80 / 13012 / 102 / / /
Quartile th3 rd1 st th th th

Price movement

52 week high143.4063
52 week low137.4872
Current bid price0
Current offer price0
Current mid price142.794

Holdings by region

  • 100% UK

Holdings by sector

  • 100% Residential - Property

Holdings by asset type

  • 100% Property

Individual holdings

-