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

16.47 %

1 Year rank in sector

3/165

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size
-
FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-3.75 %-1.93 %16.47 %25.26 %43.83 %
Sector0.32 %-2.69 %1.24 %0.44 %7.56 %
Rank within sector166 / 16686 / 1783 / 1657 / 1026 / 75
Quartile th4 th2 nd1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund2.28 %26.66 %3.5 %-1.69 %-3.86 %
Sector-1.06 %4.12 %-0.53 %-0.64 %5.08 %
Rank within sector31 / 1761 / 15231 / 11664 / 9378 / 82
Quartile th1 st1 st2 nd3 rd4 th

Risk statistics

Alpha7.31
Beta2.53
Sharpe0.3
Volatility11.61
Tracking error10.69
Information ratio0.64
R-Squared0.24

Price movement

52 week high230.51
52 week low190.81
Current bid price0
Current offer price0
Current mid price220.48

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-