Fact sheet: FP Cautious Portfolio Overlay

Fund information

Fund name
FP Cautious Portfolio Overlay C
Fund company manager
Fund Partners Ltd
Fund type
OEIC
Fund manager
Sam Leary
since 07/12/2015
Fund objective
Generate a combination of income and growth based return, with the aim to achieve above inflation investment total return over the longer term (5 to 7 years) and complement Tatton’s Cautious Managed portfolio’s ongoing investment management.
Benchmark
IA Mixed Investment 20%-60% Shares
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.02 %

1 Year rank in sector

-

Sector

UT Unclassified

Yield

1.0115

Fund size

£ 307.1 m

FE Risk score

45

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.36 %0.43 %6.02 %0 %0 %
Sector-0.93 %1.19 %6.96 %20.54 %39.75 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund3.2 %12.82 %0 %0 %0 %
Sector4.4 %11.53 %1.72 %5.65 %9.57 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high120.35
52 week low110.95
Current bid price0
Current offer price0
Current mid price118.26

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-