Fact sheet: Coram Gbl Opps

Fund information

Fund name
Coram Global Opportunities O GBP
Fund company manager
Coram Asset Management
Fund type
SIB
Fund manager(s)
Scott Campbell
since 01/05/2017
James Sullivan
since 19/01/2015
Fund objective
The investment objective of the Fund is to seek to deliver long-term capital growth. The Fund will endeavour to achieve its investment objective by investing in a range of assets while seeking to achieve returns resulting in greater levels of volatility than that experienced in broader equity markets.
Benchmark
No Specified Index
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

6.61 %

1 Year rank in sector

-

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 5.6 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Global Fixed Interest
    30.78%
  • International Equities
    24.26%
  • UK Equities
    18.74%
  • Property
    11.52%
  • Alternative Assets
    5.52%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.87 %-0.14 %6.61 %0 %0 %
Sector-0.4 %1.98 %8.36 %10.79 %26.26 %
Rank within sector139 / 182 / / / /
Quartile th4 th th th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector6.49 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high1.0136
52 week low0.9875
Current bid price0
Current offer price0
Current mid price0.9981

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 30.78% Global Fixed Interest
  • 24.26% International Equities
  • 18.74% UK Equities
  • 11.52% Property
  • 5.52% Alternative Assets
  • 5.28% Commodity & Energy
  • 3.9% Money Market

Individual holdings

  • 5.82% ISHARES UK GILTS 0-5YR UCITS ETF 0 5 GBP
  • 5.82% ISHARES UK GILTS 0-5YR UCITS ETF 0 5 GBP
  • 4.67% MULTI UNITS LUXEMBOURG JPX NIKKEI 400 DAILY HEDGED C GBP
  • 4.62% MUZINICH ENHANCEDYIELD SHORT TERM A HEDGED INC GBP
  • 3.64% ABERFORTH SMALLER COMPANIES TRUST PLC ORD
  • 3.48% CF WOODFORD EQUITY INCOME A INC GBP
  • 3.29% PHOENIX SPREE DEUTSCHLAND LIMITED SHARES NPV
  • 3.14% MUZINICH EMERGING MARKETS SHORT DURATION S HEDGED USD
  • 3.12% EDINBURGH INVESTMENT TST PLC
  • 3.12% LYXOR JPX-NIKKEI 400 (DR) UCITS ETF C GBP