Fact sheet: Income Partners AllSeasnAsCred

Fund information

Fund name
Income Partners All Seasons Asian Credit Acc
Fund company manager
Income Partners Asset Mgt(HK)L
Fund type
SIB
Fund manager
Job Campbell
since 02/02/2002
Fund objective
The IP All Seasons Asian Credit Fund (the “Fund”) aims to generate steady returns with relatively low volatility over a medium term horizon. The Fund invests in the liquid Asian credit markets employing an absolute return approach, utilizing hedging and overlay strategies to protect against downside volatility in the market, as well as to enhance returns.
Benchmark
No Specified Index
Investment style
Leveraged
Investment method
Equity

Quick stats

1 Year return

13.24 %

1 Year rank in sector

21/132

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size

£ 154.0 m

FE Risk score

109

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.91 %-1.7 %13.24 %32.05 %53.35 %
Sector0.74 %2.89 %4.71 %5.82 %17.15 %
Rank within sector26 / 135124 / 14321 / 1325 / 808 / 57
Quartile th1 st4 th1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund6.4 %25.03 %-0.39 %4.94 %2.24 %
Sector4.67 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector45 / 1384 / 11062 / 8726 / 7153 / 64
Quartile th2 nd1 st3 rd2 nd4 th

Risk statistics

Alpha6.84
Beta1.42
Sharpe0.56
Volatility9.74
Tracking error8.77
Information ratio0.81
R-Squared0.2

Price movement

52 week high31.998
52 week low27.177
Current bid price0
Current offer price0
Current mid price30.781

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-