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(s)
Suvir Mukhi
since 02/02/2002
Suvir Mukhi
since 29/02/2012
Job Campbell
since 29/02/2012
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
Credit Arbitrage
Investment method
Fixed Interest

Quick stats

1 Year return

13.93 %

1 Year rank in sector

2/30

Sector

FO Hedge/Stru Prod - Fixed Int

Yield
-
Fund size

£ 154.0 m

FE Risk score

111

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.63 %-0.02 %13.93 %36.03 %53.74 %
Sector0.25 %1.22 %2.72 %-10.65 %-14.7 %
Rank within sector2 / 3228 / 332 / 302 / 242 / 22
Quartile th1 st4 th1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund8.98 %25.03 %-0.39 %4.94 %2.24 %
Sector2.17 %1.7 %-14.45 %0.63 %-5.68 %
Rank within sector2 / 321 / 2922 / 269 / 227 / 22
Quartile th1 st1 st4 th2 nd2 nd

Risk statistics

Alpha12.15
Beta0.25
Sharpe0.73
Volatility9.7
Tracking error10.81
Information ratio1.41
R-Squared0.02

Price movement

52 week high31.998
52 week low27.879
Current bid price0
Current offer price0
Current mid price31.527

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-