Fact sheet: FP Active Portfolio Overlay

Fund information

Fund name
FP Active Portfolio Overlay C
Fund company manager
Fund Partners Ltd
Fund type
OEIC
Fund manager(s)
Sam Leary
since 07/12/2015
Fund objective
Generate growth over the longer term (7 to 9 years) and complement Tatton’s Active Managed portfolio’s ongoing investment management.
Benchmark
IA Mixed Investments 40-85%
Investment style
Aggressive,Growth
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.96 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

0.9215

Fund size

£ 257.8 m

FE Risk score

68

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.77 %7.73 %11.96 %0 %0 %
Sector1.79 %3.63 %6.81 %26.99 %41.22 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund11.07 %13.33 %0 %0 %0 %
Sector6.24 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high129.24
52 week low111.46
Current bid price0
Current offer price0
Current mid price129.38

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-