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
OIC
Fund manager
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

35.2 %

1 Year rank in sector

81/243

Sector

UT Global

Yield

0.8382

Fund size

£ 11.9 m

FE Risk score

98

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • North America
    49.24%
  • Europe ex UK
    29.3%
  • UK
    17.19%
  • Asia Pacific
    3.94%
  • Money Market
    0.33%
  • Consumer Discretionary
    21.35%
  • Consumer Staples
    19.14%
  • Industrials
    17.58%
  • Information Technology
    14.88%
  • Financials
    12.43%
  • North American Equities
    49.24%
  • Europe ex UK Equities
    29.3%
  • UK Equities
    17.19%
  • Asia Pacific Equities
    3.94%
  • Money Market
    0.33%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.68 %10.89 %35.2 %0 %0 %
Sector3.32 %9.73 %31.05 %43.05 %87.19 %
Rank within sector108 / 25674 / 24981 / 243 / /
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Calendar performance

YTD-20172016201520142013
Fund10.63 %27.17 %0 %0 %0 %
Sector9.06 %20.95 %3.38 %6.68 %19.7 %
Rank within sector63 / 24964 / 237 / / /
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Price movement

52 week high137.92
52 week low100.56
Current bid price0
Current offer price0
Current mid price136.82

Holdings by region

  • 49.24% North America
  • 29.3% Europe ex UK
  • 17.19% UK
  • 3.94% Asia Pacific
  • 0.33% 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

  • 49.24% North American Equities
  • 29.3% Europe ex UK Equities
  • 17.19% UK Equities
  • 3.94% Asia Pacific Equities
  • 0.33% Money Market

Individual holdings

  • 1.23% CHRISTIAN DIOR SE
  • 1.15% MCDONALD`S CORP
  • 1.15% SANOFI
  • 1.12% NOVO NORDISK A/S
  • 1.12% ROLLS-ROYCE HLDGS PLC
  • 1.11% ALPHABET INC
  • 1.11% LVMH MOET HENNESSY VUITTON SE
  • 1.11% REMY COINTREAU
  • 1.1% L`OREAL
  • 1.09% NESTLE SA