Fact sheet: IFSL James Hambro Barnham Broom

Fund information

Fund name
IFSL James Hambro Barnham Broom
Fund company manager
James Hambro and Partners LLP
Fund type
OIC
Fund objective
To provide a balance of capital growth and income by investing in a range of asset classes in any or all geographic areas of the world or in any or all economic sectors.
Benchmark
FTSE WMA Stock Market Balanced
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

22.01 %

1 Year rank in sector

95/271

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 31.5 m

FE Risk score

56

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.3 %8.41 %22.01 %33.47 %0 %
Sector0.99 %7.38 %19.9 %28.16 %58.32 %
Rank within sector20 / 28185 / 27595 / 27162 / 241 /
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Calendar performance

YTD-20172016201520142013
Fund7.72 %13.39 %4.24 %4.69 %17.52 %
Sector6.85 %13.29 %2.25 %4.96 %13.5 %
Rank within sector94 / 275129 / 26055 / 246157 / 23747 / 222
Quartile th2 nd2 nd1 st3 rd1 st

Risk statistics

Alpha1.28
Beta0.98
Sharpe0.8
Volatility7.27
Tracking error2.61
Information ratio0.41
R-Squared0.87

Price movement

52 week high1.513
52 week low1.272
Current bid price0
Current offer price0
Current mid price1.513

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-