Fact sheet: FP Aggressive Portfolio Overlay

Fund information

Fund name
FP Aggressive 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 (8 to 10 years) and complement Tatton’s Aggressive Managed portfolio’s ongoing investment management
Benchmark
IA Flexible Investment
Investment style
Aggressive,Growth
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.35 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

0.9553

Fund size

£ 63.2 m

FE Risk score

79

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.41 %9.23 %14.35 %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
Fund13.35 %17.87 %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 high137.69
52 week low116.19
Current bid price0
Current offer price0
Current mid price137.88

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-