Fact sheet: JK Global Opportunities

Fund information

Fund name
JK Global Opportunities Acc GBP
Fund company manager
JK Investment Management LLP
Fund type
SIB
Fund manager(s)
Fund objective
The investment objective of the Fund is to achieve above average long term capital appreciation, by investing in a broad range of instruments, long and short globally.
Benchmark
-
Investment style
Macro
Investment method
Mixed

Quick stats

1 Year return

29.65 %

1 Year rank in sector

1/159

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size
-
FE Risk score

97

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund5.01 %19.34 %29.65 %35.58 %63.27 %
Sector1.37 %3.84 %5.07 %3.83 %10.66 %
Rank within sector14 / 1541 / 1731 / 1595 / 996 / 76
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund3.66 %26.66 %3.5 %-1.69 %-3.86 %
Sector1.26 %4.12 %-0.53 %-0.64 %5.08 %
Rank within sector21 / 1411 / 15834 / 12564 / 9882 / 86
Quartile th1 st1 st2 nd3 rd4 th

Risk statistics

Alpha6.51
Beta2.96
Sharpe0.44
Volatility12.04
Tracking error11.3
Information ratio0.69
R-Squared0.22

Price movement

52 week high223.47
52 week low171.17
Current bid price0
Current offer price0
Current mid price223.47

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-