Fact sheet: Keynes Dyn Beta Strat

Fund information

Fund name
Keynes Dynamic Beta Strategy A GBP
Fund company manager
Wadhwani Asset Management LLP
Fund type
SIB
Fund manager
Wadhwani Asset Management LLP
since 23/07/2015
Fund objective
Seeks to enhance the risk-adjusted returns of a balanced portfolio through dynamic beta and relative value strategies by capturing risk premia in the major traditional asset classes.
Benchmark
-
Investment style
Absolute Return,Flexible
Investment method
None

Quick stats

1 Year return

5.81 %

1 Year rank in sector

33/140

Sector

FO Absolute Return

Yield
-
Fund size
-
FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.28 %3.18 %5.81 %0 %0 %
Sector0.25 %1.15 %2.56 %3.19 %9.61 %
Rank within sector7 / 15627 / 15333 / 140 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund6.22 %0 %0 %0 %0 %
Sector2.29 %0.66 %0.69 %1.2 %3.58 %
Rank within sector17 / 148 / / / /
Quartile th1 st th th th th

Price movement

52 week high102.55
52 week low92.59
Current bid price0
Current offer price0
Current mid price101.06

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-