Fact sheet: FP Active Portfolio Overlay

Fund information

Fund name
FP Active Portfolio Overlay C
Fund company manager
Fund Partners Ltd
Fund type
OIC
Fund manager
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

Quick stats

1 Year return

24.91 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

0.9506

Fund size

£ 228.1 m

FE Risk score

69

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.08 %8.66 %24.91 %0 %0 %
Sector1.31 %5.98 %15.99 %23.56 %46.83 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund7.67 %13.33 %0 %0 %0 %
Sector5.16 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high126.07
52 week low100.93
Current bid price0
Current offer price0
Current mid price125.42

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-