Fact sheet: FP Luceo 4

Fund information

Fund name
FP Luceo 4 A GBP
Fund company manager
Fund Partners Ltd
Fund type
OEIC
Fund manager(s)
Simon Reynolds
since 03/10/2016
Colin Lunnon
since 03/10/2016
Bish Limbu
since 03/10/2016
Fund objective
The investment objective of the Fund is to achieve long term capital growth.
Benchmark
-
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

5.26 %

1 Year rank in sector

201/240

Sector

UT Flexible Investment

Yield
-
Fund size

£ 8.9 m

FE Risk score

34

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    43.4%
  • International
    17.8%
  • Not Specified
    10.1%
  • USA
    9.8%
  • Money Market
    8.7%
  • UK Fixed Interest
    25.8%
  • Global Fixed Interest
    17.8%
  • UK Equities
    17.6%
  • Alternative Assets
    10.1%
  • US Equities
    9.8%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.76 %2.96 %5.26 %0 %0 %
Sector2.34 %4.68 %9.35 %33.52 %51.41 %
Rank within sector181 / 269188 / 254201 / 240 / /
Quartile th3 rd3 rd4 th th th

Calendar performance

YTD-20172016201520142013
Fund5.71 %0 %0 %0 %0 %
Sector8.56 %12.84 %2.01 %4.85 %14.08 %
Rank within sector186 / 241 / / / /
Quartile th4 th th th th th

Price movement

52 week high105.33
52 week low96.66
Current bid price0
Current offer price0
Current mid price105.33

Holdings by region

  • 43.4% UK
  • 17.8% International
  • 10.1% Not Specified
  • 9.8% USA
  • 8.7% Money Market
  • 3.9% Japan
  • 3.4% Europe
  • 2.9% Asia

Holdings by sector

-

Holdings by asset type

  • 25.8% UK Fixed Interest
  • 17.8% Global Fixed Interest
  • 17.6% UK Equities
  • 10.1% Alternative Assets
  • 9.8% US Equities
  • 8.7% Money Market
  • 3.9% Japanese Equities
  • 3.4% European Equities
  • 2.9% Asia Pacific Equities

Individual holdings

-