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

25 %

1 Year rank in sector

2/155

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size
-
FE Risk score

84

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.32 %14.3 %25 %26.5 %70.38 %
Sector0.28 %1.82 %4.24 %3.23 %9.67 %
Rank within sector3 / 1512 / 1732 / 1559 / 1015 / 78
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund24.02 %4.05 %-2 %-3.86 %32.25 %
Sector3.31 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector2 / 16132 / 12767 / 10285 / 892 / 79
Quartile th1 st2 nd3 rd4 th1 st

Risk statistics

Alpha6.63
Beta3.58
Sharpe0.53
Volatility13.9
Tracking error12.96
Information ratio0.73
R-Squared0.27

Price movement

52 week high211.52
52 week low170.56
Current bid price0
Current offer price0
Current mid price211.52

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-