Fact sheet: Castle Trust UKGrwHo5Yr

Fund information

Fund name
Castle Trust UK 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

4.48 %

1 Year rank in sector

80/131

Sector

FO Hedge/Stru Prod - Equity

Yield

0.03

Fund size
-
FE Risk score

48

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

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

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0 %0.97 %4.48 %0 %0 %
Sector1.34 %3.83 %6.89 %7.93 %17.58 %
Rank within sector112 / 14696 / 14080 / 131 / /
Quartile th4 th3 rd3 rd th th

Calendar performance

YTD-20182017201620152014
Fund0 %5.03 %9.45 %0 %0 %
Sector1.3 %6.17 %-1.99 %2.66 %2.51 %
Rank within sector103 / 13663 / 12915 / 99 / /
Quartile th4 th2 nd1 st th th

Price movement

52 week high127.45
52 week low120.5266
Current bid price0
Current offer price0
Current mid price127.255

Holdings by region

  • 100% UK

Holdings by sector

  • 100% Residential - Property

Holdings by asset type

  • 100% Property

Individual holdings

-