Fact sheet: FP Luceo 7

Fund information

Fund name
FP Luceo 7 A GBP
Fund company manager
Fund Partners Ltd
Fund type
OEIC
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

£ 1.3 m

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

Top in sector

Holdings snapshot

  • UK
    40.7%
  • Global Emerging Markets
    16.7%
  • Asia
    16.3%
  • USA
    7.4%
  • Money Market
    7%
  • UK Equities
    33.8%
  • Global Emerging Market Equities
    16.7%
  • Asia Pacific Equities
    16.3%
  • US Equities
    7.4%
  • Money Market
    7%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.15 %1.64 %0 %0 %0 %
Sector-1.03 %1.3 %10.87 %23.65 %48.1 %
Rank within sector134 / 26495 / 252 / / /
Quartile th3 rd2 nd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector5.83 %12.84 %2.01 %4.85 %14.08 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high107.06
52 week low99.06
Current bid price0
Current offer price0
Current mid price104.27

Holdings by region

  • 40.7% UK
  • 16.7% Global Emerging Markets
  • 16.3% Asia
  • 7.4% USA
  • 7% Money Market
  • 4.5% Europe
  • 4.4% Japan
  • 3% International

Holdings by sector

-

Holdings by asset type

  • 33.8% UK Equities
  • 16.7% Global Emerging Market Equities
  • 16.3% Asia Pacific Equities
  • 7.4% US Equities
  • 7% Money Market
  • 6.9% UK Fixed Interest
  • 4.5% European Equities
  • 4.4% Japanese Equities
  • 3% Global Fixed Interest

Individual holdings

-