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
OEIC
Fund manager(s)
Thomas Nyegaard
since 06/09/2013
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

0.46 %

1 Year rank in sector

2/14

Sector

UT Money Market

Yield

0.5

Fund size

£ 42.0 m

FE Risk score

1

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.05 %0.19 %0.46 %1.78 %3.71 %
Sector0.02 %0.15 %0.34 %1.27 %2.01 %
Rank within sector1 / 152 / 152 / 142 / 131 / 12
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund0.03 %0.46 %0.75 %0.6 %0.85 %
Sector0.01 %0.44 %0.94 %-0.15 %0.21 %
Rank within sector1 / 152 / 143 / 142 / 131 / 13
Quartile th1 st1 st1 st1 st1 st

Risk statistics

Alpha0.42
Beta1.22
Sharpe-
Volatility0.08
Tracking error0.07
Information ratio6.49
R-Squared0.25

Price movement

52 week high109.5262
52 week low109.0168
Current bid price0
Current offer price0
Current mid price109.5262

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-