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
OEIC
Fund manager(s)
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

14.17 %

1 Year rank in sector

57/277

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 32.5 m

FE Risk score

55

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.91 %5.89 %14.17 %34.3 %62.55 %
Sector-0.08 %3.06 %11.67 %26.7 %54.04 %
Rank within sector29 / 28823 / 28457 / 27731 / 23969 / 218
Quartile th1 st1 st1 st1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund10.45 %13.39 %4.24 %4.69 %17.52 %
Sector8.36 %13.29 %2.25 %4.96 %13.5 %
Rank within sector64 / 278136 / 26555 / 241153 / 23247 / 219
Quartile th1 st3 rd1 st3 rd1 st

Risk statistics

Alpha2.09
Beta0.98
Sharpe1.03
Volatility7.31
Tracking error2.61
Information ratio0.71
R-Squared0.87

Price movement

52 week high1.556
52 week low1.368
Current bid price0
Current offer price0
Current mid price1.545

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-