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
2.38 %
- 1 Year rank in sector
106/200
- Sector
- Yield
1.13
- Fund size
£ 17.3 m
- FE Risk score
57
- NAV
- -
- Discount/Premium
- -
- Gearing
- -
Top in sector
| Fund name | 3 years |
|---|---|
| Omnis Multi-Asset Income | 25.45% |
| Invesco Perp Eurpn High Inc | 24.28% |
| Royal London Sus Div Trst | 23.97% |
| Artemis Monthly Distribution | 23.63% |
| SVS TPI Balanced 2 | 23.18% |
| ...more in Mixed Investment 20-60% Shares | |
Holdings snapshot
- Not Specified87.27%
- Money Market12.73%
- Equities57.56%
- Alternative Assets13.12%
- Money Market12.73%
- Private Equity11.1%
- Fixed Interest5.49%
- International Equities33.16%
- Property Shares13.13%
- Alternative Assets13.12%
- Money Market12.73%
- Commodity & Energy11.27%
Performance vs. Sector
Sector
Fund
Sector
Fund
Sector
Fund
Cumulative performance
| 1m | 6m | 1y | 3y | 5y | |
|---|---|---|---|---|---|
| Fund | -1.01 % | -3.36 % | 2.38 % | 3.24 % | 13.3 % |
| Sector | 0.02 % | -1.18 % | 2.63 % | 11.13 % | 27.1 % |
| Rank within sector | 199 / 212 | 197 / 202 | 106 / 200 | 172 / 178 | 148 / 152 |
| Quartile th | 4 th | 4 th | 3 rd | 4 th | 4 th |
Calendar performance
| YTD-2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|
| Fund | -3.63 % | 9.55 % | 7.6 % | -3.68 % | 4.56 % |
| Sector | -1.91 % | 7.11 % | 10.25 % | 1.21 % | 4.98 % |
| Rank within sector | 197 / 208 | 32 / 196 | 152 / 187 | 172 / 173 | 107 / 160 |
| Quartile th | 4 th | 1 st | 4 th | 4 th | 3 rd |
Risk statistics
| Alpha | -3.63 |
| Beta | 1.11 |
| Sharpe | -0 |
| Volatility | 8.07 |
| Tracking error | 4.59 |
| Information ratio | -0.71 |
| R-Squared | 0.68 |
Price movement
| 52 week high | 159.2 |
| 52 week low | 147.41 |
| Current bid price | 0 |
| Current offer price | 0 |
| Current mid price | 151.22 |
Holdings by region
- 87.27% Not Specified
- 12.73% Money Market
Holdings by sector
- 57.56% Equities
- 13.12% Alternative Assets
- 12.73% Money Market
- 11.1% Private Equity
- 5.49% Fixed Interest
Holdings by asset type
- 33.16% International Equities
- 13.13% Property Shares
- 13.12% Alternative Assets
- 12.73% Money Market
- 11.27% Commodity & Energy
- 11.1% Private Equity
- 5.49% Global Fixed Interest
