Fact sheet: FP Frontier MAP Balanced

Fund information

Fund name
FP Frontier MAP Balanced C Acc
Fund company manager
Fund Partners Ltd
Fund type
OIC
Fund manager
Mark Chamberlain
since 30/04/2014
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

Quick stats

1 Year return

14.75 %

1 Year rank in sector

49/198

Sector

UT Mixed Investment 20-60% Shares

Yield

1.0758

Fund size

£ 24.9 m

FE Risk score

63

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
S&W The Magpie45.59%
Artemis Monthly Distribution37.33%
Royal London Sus Div Trst36.72%
AXA Global Distribution35.87%
Old Mutual CiriliumBalPsvPfl33.52%
...more in Mixed Investment 20-60% Shares

Holdings snapshot

  • Not Specified
    64%
  • International
    19%
  • Global Emerging Markets
    11%
  • UK
    6%
  • Equities
    50%
  • Hedge
    22%
  • Commodity & Energy
    20%
  • Fixed Interest
    8%
  • Private Equity
    22%
  • International Equities
    13%
  • Hedge
    12%
  • International Property Shares
    12%
  • Managed Futures
    10%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.1 %5.79 %16.25 %9.26 %20.23 %
Sector0.24 %5.02 %14.05 %20.34 %41.95 %
Rank within sector116 / 20562 / 20249 / 198167 / 171144 / 145
Quartile th3 rd2 nd1 st4 th4 th

Calendar performance

YTD-20172016201520142013
Fund5.57 %7.6 %-3.68 %4.56 %1.17 %
Sector4.81 %10.25 %1.21 %4.98 %9 %
Rank within sector63 / 202151 / 191177 / 179110 / 165151 / 154
Quartile th2 nd4 th4 th3 rd4 th

Risk statistics

Alpha-5.09
Beta1.14
Sharpe-0
Volatility8.13
Tracking error4.64
Information ratio-0.9
R-Squared0.68

Price movement

52 week high152.35
52 week low132.08
Current bid price0
Current offer price0
Current mid price151.22

Holdings by region

  • 64% Not Specified
  • 19% International
  • 11% Global Emerging Markets
  • 6% UK

Holdings by sector

  • 50% Equities
  • 22% Hedge
  • 20% Commodity & Energy
  • 8% Fixed Interest

Holdings by asset type

  • 22% Private Equity
  • 13% International Equities
  • 12% Hedge
  • 12% International Property Shares
  • 10% Managed Futures
  • 9% Global Emerging Market Equities
  • 8% Commodity & Energy
  • 6% Global Fixed Interest
  • 6% UK Equities
  • 2% Global Emerging Market Fixed Interest

Individual holdings

-

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