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 Brann
since 01/09/2017
Craig Wetton
since 01/09/2017
Ian Willings
since 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

UT Mixed Investment 20-60% Shares

Yield

1.13

Fund size

£ 17.3 m

FE Risk score

57

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Not Specified
    87.27%
  • Money Market
    12.73%
  • Equities
    57.56%
  • Alternative Assets
    13.12%
  • Money Market
    12.73%
  • Private Equity
    11.1%
  • Fixed Interest
    5.49%
  • International Equities
    33.16%
  • Property Shares
    13.13%
  • Alternative Assets
    13.12%
  • Money Market
    12.73%
  • Commodity & Energy
    11.27%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-1.01 %-3.36 %2.38 %3.24 %13.3 %
Sector0.02 %-1.18 %2.63 %11.13 %27.1 %
Rank within sector199 / 212197 / 202106 / 200172 / 178148 / 152
Quartile th4 th4 th3 rd4 th4 th

Calendar performance

YTD-20182017201620152014
Fund-3.63 %9.55 %7.6 %-3.68 %4.56 %
Sector-1.91 %7.11 %10.25 %1.21 %4.98 %
Rank within sector197 / 20832 / 196152 / 187172 / 173107 / 160
Quartile th4 th1 st4 th4 th3 rd

Risk statistics

Alpha-3.63
Beta1.11
Sharpe-0
Volatility8.07
Tracking error4.59
Information ratio-0.71
R-Squared0.68

Price movement

52 week high159.2
52 week low147.41
Current bid price0
Current offer price0
Current mid price151.22

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

Individual holdings

-