Fact sheet: FP Luceo 4

Fund information

Fund name
FP Luceo 4 A GBP
Fund company manager
Fund Partners Ltd
Fund type
OIC
Fund manager
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

-

1 Year rank in sector

-

Sector

UT Flexible Investment

Yield
-
Fund size

£ 5.5 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    43.5%
  • International
    19.4%
  • Money Market
    9.6%
  • USA
    9.6%
  • Not Specified
    8.1%
  • UK Fixed Interest
    25.8%
  • Global Fixed Interest
    19.4%
  • UK Equities
    17.7%
  • Money Market
    9.6%
  • US Equities
    9.6%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.09 %5.95 %0 %0 %0 %
Sector2.37 %7.56 %21.15 %26.97 %56.54 %
Rank within sector151 / 262185 / 247 / / /
Quartile th3 rd3 rd th th th

Calendar performance

YTD-20172016201520142013
Fund5.07 %0 %0 %0 %0 %
Sector6.82 %12.84 %2.01 %4.85 %14.08 %
Rank within sector191 / 247 / / / /
Quartile th4 th th th th th

Price movement

52 week high104.69
52 week low96.66
Current bid price0
Current offer price0
Current mid price104.69

Holdings by region

  • 43.5% UK
  • 19.4% International
  • 9.6% Money Market
  • 9.6% USA
  • 8.1% Not Specified
  • 3.5% Europe
  • 3.3% Japan
  • 3% Asia

Holdings by sector

-

Holdings by asset type

  • 25.8% UK Fixed Interest
  • 19.4% Global Fixed Interest
  • 17.7% UK Equities
  • 9.6% Money Market
  • 9.6% US Equities
  • 8.1% Alternative Assets
  • 3.5% European Equities
  • 3.3% Japanese Equities
  • 3% Asia Pacific Equities

Individual holdings

-