Fact sheet: Crystal

Fund information

Fund name
Crystal
Fund company manager
Troy Asset Management Ltd
Fund type
OEIC
Fund objective
To achieve growth in capital and income over the longer term with a particular emphasis on income growth. The Fund's policy is to invest substantially in UK and overseas equities and fixed interest securities, but may also invest in collective investment schemes and money market instruments.
Benchmark
No Specified Index
Investment style
Balanced,Growth
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.93 %

1 Year rank in sector

222/276

Sector

UT Mixed Investment 40-85% Shares

Yield

0.83

Fund size

£ 52.4 m

FE Risk score

55

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.38 %1.46 %7.93 %29.74 %34.24 %
Sector-0.91 %1.41 %10.31 %24.57 %48.85 %
Rank within sector70 / 286115 / 281222 / 27653 / 241199 / 210
Quartile th1 st2 nd4 th1 st4 th

Calendar performance

YTD-20172016201520142013
Fund7.53 %13.65 %4.44 %6.85 %0.35 %
Sector6.03 %13.29 %2.25 %4.96 %13.5 %
Rank within sector67 / 278127 / 26548 / 24365 / 233218 / 219
Quartile th1 st2 nd1 st2 nd4 th

Risk statistics

Alpha2.12
Beta0.92
Sharpe0.77
Volatility7.17
Tracking error4.73
Information ratio0.3
R-Squared0.56

Price movement

52 week high257.85
52 week low231.76
Current bid price0
Current offer price0
Current mid price253.82

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-