Fact sheet: FP Aggressive Portfolio Overlay

Fund information

Fund name
FP Aggressive 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 (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

Quick stats

1 Year return

29.4 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

0.9952

Fund size

£ 54.2 m

FE Risk score

82

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.29 %9.77 %29.4 %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
Fund8.8 %17.87 %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 high133.16
52 week low102.78
Current bid price0
Current offer price0
Current mid price132.35

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-