Fact sheet: FP Balanced Portfolio Overlay

Fund information

Fund name
FP Balanced Portfolio Overlay C
Fund company manager
Fund Partners Ltd
Fund type
OIC
Fund manager
Sam Leary
since 07/12/2015
Fund objective
Generate both growth and income over the longer term (7 to 8 years) and complement Tatton’s Balanced Managed portfolio’s ongoing investment management.
Benchmark
-
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

19.06 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

0.9734

Fund size

£ 595.3 m

FE Risk score

55

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.64 %6.11 %18.27 %0 %0 %
Sector0.2 %5.11 %14.61 %23.4 %47.06 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund5.77 %13.64 %0 %0 %0 %
Sector4.77 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high123.6
52 week low103.61
Current bid price0
Current offer price0
Current mid price122.84

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-