Fact sheet: F&C Short Duration Bond

Fund information

Fund name
F&C Short Duration Bond 4 Acc
Fund company manager
F&C (BMO Global Asset Manageme
Fund type
OIC
Fund manager
Arnal Patel
since 10/02/2011
Fund objective
To provide investors with enhanced cash returns while aiming to preserve capital and maintain a high average credit quality for the Fund's underlying securities.
Benchmark
IA £ Strategic Bond median
Investment style
Capital Protection Targeted
Investment method
Short Dated Bonds

Performance snapshot

Quick stats

1 Year return

0.68 %

1 Year rank in sector

3/16

Sector

UT Money Market

Yield

0.5

Fund size

£ 30.0 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.04 %0.28 %0.68 %2.07 %5.14 %
Sector0.01 %0.36 %1.02 %1.36 %2.59 %
Rank within sector2 / 163 / 163 / 162 / 152 / 12
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund0.27 %0.75 %0.6 %0.85 %1.03 %
Sector0.36 %0.94 %-0.15 %0.21 %0.96 %
Rank within sector3 / 164 / 163 / 152 / 152 / 14
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha0.55
Beta1.03
Sharpe-
Volatility0.08
Tracking error0.07
Information ratio7.56
R-Squared0.17

Price movement

52 week high109.2933
52 week low108.5384
Current bid price0
Current offer price0
Current mid price109.292

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-