Fact sheet: FP WM Gbl Corp Autonomies

Fund information

Fund name
FP WM Global Corporate Autonomies I Acc
Fund company manager
WAY Fund Managers
Fund type
OEIC
Fund manager(s)
Chris Moore
since 02/03/2015
Fund objective
The Fund’s principal objective is capital growth with income generation being of secondary importance.
Benchmark
MSCI World
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

11.77 %

1 Year rank in sector

154/248

Sector

UT Global

Yield

1.0347

Fund size

£ 10.9 m

FE Risk score

101

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • North America
    52.59%
  • Europe ex UK
    24%
  • UK
    14.85%
  • Asia Pacific
    8.05%
  • Money Market
    0.51%
  • Consumer Discretionary
    21.35%
  • Consumer Staples
    19.14%
  • Industrials
    17.58%
  • Information Technology
    14.88%
  • Financials
    12.43%
  • North American Equities
    52.59%
  • Europe ex UK Equities
    24%
  • UK Equities
    14.85%
  • Asia Pacific Equities
    8.05%
  • Money Market
    0.51%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.31 %6.13 %11.77 %0 %0 %
Sector3.84 %6.73 %12.94 %52.07 %79.99 %
Rank within sector52 / 265148 / 253154 / 248 / /
Quartile th1 st3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund11.65 %27.17 %0 %0 %0 %
Sector11.62 %20.95 %3.38 %6.68 %19.7 %
Rank within sector107 / 25065 / 237 / / /
Quartile th2 nd2 nd th th th

Price movement

52 week high138.39
52 week low117.63
Current bid price0
Current offer price0
Current mid price138.08

Holdings by region

  • 52.59% North America
  • 24% Europe ex UK
  • 14.85% UK
  • 8.05% Asia Pacific
  • 0.51% Money Market

Holdings by sector

  • 21.35% Consumer Discretionary
  • 19.14% Consumer Staples
  • 17.58% Industrials
  • 14.88% Information Technology
  • 12.43% Financials
  • 7.47% Health Care
  • 5.64% Materials
  • 0.94% Energy
  • 0.57% Money Market

Holdings by asset type

  • 52.59% North American Equities
  • 24% Europe ex UK Equities
  • 14.85% UK Equities
  • 8.05% Asia Pacific Equities
  • 0.51% Money Market

Individual holdings

  • 1.14% ADIENT PLC
  • 1.11% FANUC CORP
  • 1.08% HENGAN INTL GROUP CO LTD
  • 1.08% SWATCH GROUP
  • 1.07% BANCO SANTANDER SA
  • 1.07% CHRISTIAN DIOR SE
  • 1.07% CITIGROUP INC
  • 1.07% FEDEX CORP
  • 1.06% BAYER AG
  • 1.06% EMERSON ELECTRIC CO