Fact sheet: FP 8AM Tactical Grt Pfl

Fund information

Fund name
FP 8AM Tactical Growth Portfolio A Inc
Fund company manager
8AM Global LLP
Fund type
OEIC
Fund manager(s)
Alastair George
since 01/07/2012
Fund objective
The objective of the Fund is to provide long term capital appreciation.
Benchmark
No Specified Index
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.81 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

1.2213

Fund size

£ 7.3 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    33.45%
  • Global Fixed Interest
    19.82%
  • Property
    17.32%
  • Money Market
    16.88%
  • Hedge
    11.42%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.42 %3.57 %10.81 %28.52 %34.45 %
Sector1.47 %2.8 %6.72 %26.81 %41.58 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund7.43 %18.97 %-2.99 %3.01 %5.17 %
Sector6.08 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.8
Beta0.87
Sharpe0.59
Volatility6.26
Tracking error3.64
Information ratio-0.05
R-Squared0.67

Price movement

52 week high123.69
52 week low112.02
Current bid price0
Current offer price0
Current mid price123.45

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 33.45% International Equities
  • 19.82% Global Fixed Interest
  • 17.32% Property
  • 16.88% Money Market
  • 11.42% Hedge
  • 1.11% Others

Individual holdings

  • 3.96% CQS NEW CITY HIGH YIELDFUND
  • 3.82% SEQUOIAECONOMIC INFRA INCOME FUND
  • 3.73% NB GLOBAL FLOATING RATE IN £
  • 3.65% PICTONPROPERTY INCOME LTD
  • 3.6% ALCENTRAEURO FLOATING RATE INCOME FUND
  • 3.33% F&C GLOBAL SMALLER COMPANIES 3.5% CNV UNSEC LOAN STK 31/07/19 GBP1
  • 3.25% PRIMARY HEALTH PROPERTIES
  • 3.23% SYNCONA LTD
  • 3.01% PIMCO STERLING SHORT MATURITY SOURCE UCITS ETF
  • 3.01% PIMCO STERLING SHORT MATURITY SOURCE UCITS ETF