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
OIC
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

19.16 %

1 Year rank in sector

176/271

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 15.0 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.94 %7.92 %19.16 %0 %0 %
Sector1.89 %7.6 %20.61 %27.76 %57.21 %
Rank within sector123 / 281124 / 275176 / 271 / /
Quartile th2 nd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund7.22 %10.96 %0 %0 %0 %
Sector6.87 %13.29 %2.25 %4.96 %13.5 %
Rank within sector123 / 275191 / 260 / / /
Quartile th2 nd3 rd th th th

Price movement

52 week high1.156
52 week low1.0011
Current bid price0
Current offer price0
Current mid price1.156

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-