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
OIC
Fund manager
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

Quick stats

1 Year return

21.82 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

1.3641

Fund size

£ 6.5 m

FE Risk score

52

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    30.16%
  • Global Fixed Interest
    21.81%
  • Property
    21.25%
  • Money Market
    19.33%
  • Hedge
    5.64%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.25 %6.03 %21.82 %21.99 %32.89 %
Sector1.31 %5.98 %15.99 %23.56 %46.83 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.43 %18.97 %-2.99 %3.01 %5.17 %
Sector5.16 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Risk statistics

Alpha0.23
Beta0.89
Sharpe0.54
Volatility6.42
Tracking error3.77
Information ratio-0.17
R-Squared0.66

Price movement

52 week high122.52
52 week low100.8
Current bid price0
Current offer price0
Current mid price122.02

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 30.16% International Equities
  • 21.81% Global Fixed Interest
  • 21.25% Property
  • 19.33% Money Market
  • 5.64% Hedge
  • 1.81% Others

Individual holdings

  • 9.66% PIMCO STERLING SHORT MATURITY SOURCE UCITS ETF
  • 9.66% PIMCO STERLING SHORT MATURITY SOURCE UCITS ETF
  • 4.31% CQS NEW CITY HIGH YIELDFUND
  • 4.23% NB GLOBAL FLOATING RATE IN £
  • 3.98% PICTONPROPERTY INCOME LTD
  • 3.97% ALCENTRAEURO FLOATING RATE INCOME FUND
  • 3.59% F&C GLOBAL SMALLER COMPANIES 3.5% CNV UNSEC LOAN STK 31/07/19 GBP1
  • 3.58% BRITISH LAND CO PLC
  • 3.46% SEQUOIAECONOMIC INFRA INCOME FUND
  • 3.43% BAE SYSTEMS PLC