Fact sheet: FundLogic MS LgTm TrdsUCITS

Fund information

Fund name
FundLogic MS Long Term Trends UCITS E EUR
Fund company manager
FundLogic SAS
Fund type
SIB
Fund manager(s)
FundLogic SAS
since 01/02/2013
Fund objective
The Winton Futures Program seeks to combine highly liquid financial instruments offering generally low correlation over the long term to other markets such as equities and fixed income. The strategy does not rely upon favourable conditions in any particular market, nor on market direction.
Benchmark
-
Investment style
Systematic Trend
Investment method
Mixed

Quick stats

1 Year return

0.6 %

1 Year rank in sector

125/153

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 58.4 m

FE Risk score

107

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.81 %1.48 %0.6 %1.9 %0 %
Sector0.37 %2.72 %4.61 %3.28 %9.94 %
Rank within sector49 / 151105 / 171125 / 15359 / 99 /
Quartile th2 nd3 rd4 th3 rd th

Calendar performance

YTD-20172016201520142013
Fund-0.02 %-3.82 %2.52 %15.66 %0 %
Sector3.67 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector129 / 16093 / 12524 / 10016 / 87 /
Quartile th4 th3 rd1 st1 st th

Risk statistics

Alpha-1.34
Beta2.46
Sharpe-0
Volatility8.06
Tracking error7
Information ratio0.05
R-Squared0.38

Price movement

52 week high1224.14
52 week low1166.4
Current bid price0
Current offer price0
Current mid price1205.77

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-