Fact sheet: IFSL James Hambro Harrier Bal

Fund information

Fund name
IFSL James Hambro Harrier Balanced
Fund company manager
James Hambro and Partners LLP
Fund type
OEIC
Fund manager(s)
Fund objective
To provide a balance of capital and income growth. The Fund invests in a diversified portfolio of UK and international asset classes, without restriction on the economic and industry sectors.
Benchmark
No Specified Index
Investment style
Balanced
Investment method
None

Quick stats

1 Year return

8.31 %

1 Year rank in sector

201/277

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 19.4 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.49 %5.22 %8.31 %0 %0 %
Sector2.81 %5.1 %9.65 %34.03 %51.85 %
Rank within sector261 / 286146 / 284201 / 277 / /
Quartile th4 th3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund8.91 %10.96 %0 %0 %0 %
Sector8.8 %13.29 %2.25 %4.96 %13.5 %
Rank within sector136 / 278196 / 265 / / /
Quartile th2 nd3 rd th th th

Price movement

52 week high1.172
52 week low1.052
Current bid price0
Current offer price0
Current mid price1.172

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-