Fact sheet: FP Frontier MAP Balanced
Fund information
- Fund name
- FP Frontier MAP Balanced C Acc
- Fund company manager
- Fund Partners Ltd
- Fund type
- OEIC
- Fund manager(s)
-
Steve Brannsince 01/09/2017Craig Wettonsince 01/09/2017Ian Willingssince 01/09/2017
- Fund objective
- The aim of the fund is to provide shareholders with medium to long term investment growth through investing across multiple asset classes targeted towards investors prepared to assume some market risk.
- Benchmark
- No Specified Index
- Investment style
- Balanced
- Investment method
- None
Performance snapshot
Sector
Fund
Sector
Fund
Sector
Fund
Quick stats
- 1 Year return
-0.11 %
- 1 Year rank in sector
194/200
- Sector
- Yield
- -
- Fund size
£ 14.5 m
- FE Risk score
60
- NAV
- -
- Discount/Premium
- -
- Gearing
- -
Top in sector
| Fund name | 3 years |
|---|---|
| S&W The Magpie | 39.31% |
| AXA Global Distribution | 35.94% |
| Royal London Sus Div Trst | 34.13% |
| Omnis Multi-Asset Income | 32.74% |
| Artemis Monthly Distribution | 30.68% |
| ...more in Mixed Investment 20-60% Shares | |
Holdings snapshot
- Not Specified102.64%
- Money Market-2.64%
- Equities62.89%
- Alternative Assets14.62%
- Money Market13.74%
- Fixed Interest8.75%
- International Equities78.23%
- Alternative Assets15.01%
- Global Fixed Interest9.4%
- Money Market-2.64%
Performance vs. Sector
Sector
Fund
Sector
Fund
Sector
Fund
Cumulative performance
| 1m | 6m | 1y | 3y | 5y | |
|---|---|---|---|---|---|
| Fund | -0.11 % | -4.16 % | -0.11 % | 7.51 % | 15.21 % |
| Sector | 0.32 % | -0.04 % | 3.2 % | 16.87 % | 28.18 % |
| Rank within sector | 195 / 213 | 206 / 206 | 194 / 200 | 171 / 176 | 145 / 151 |
| Quartile th | 4 th | 4 th | 4 th | 4 th | 4 th |
Calendar performance
| YTD-2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|
| Fund | -3.17 % | 9.55 % | 7.6 % | -3.68 % | 4.56 % |
| Sector | 0.56 % | 7.11 % | 10.25 % | 1.21 % | 4.98 % |
| Rank within sector | 205 / 206 | 32 / 194 | 150 / 185 | 170 / 171 | 106 / 158 |
| Quartile th | 4 th | 1 st | 4 th | 4 th | 3 rd |
Risk statistics
| Alpha | -4.87 |
| Beta | 1.09 |
| Sharpe | -0 |
| Volatility | 7.85 |
| Tracking error | 4.7 |
| Information ratio | -0.93 |
| R-Squared | 0.64 |
Price movement
| 52 week high | 159.2 |
| 52 week low | 149.14 |
| Current bid price | 0 |
| Current offer price | 0 |
| Current mid price | 151.95 |
Holdings by region
- 102.64% Not Specified
- -2.64% Money Market
Holdings by sector
- 62.89% Equities
- 14.62% Alternative Assets
- 13.74% Money Market
- 8.75% Fixed Interest
Holdings by asset type
- 78.23% International Equities
- 15.01% Alternative Assets
- 9.4% Global Fixed Interest
- -2.64% Money Market
