Fact sheet: LF New Floco

Fund information

Fund name
LF New Floco
Fund company manager
Link Fund Solutions Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To provide long term capital growth principally through a diversified holding of securities. The Company will aim to generate superior investment returns through investing in what it believes to be quality companies and bonds worldwide. There will be no particular emphasis on any industry sector. From time to time, the Company may invest in collective investment schemes, money market instruments, deposits, warrants, cash and near cash, derivatives and forward transactions and other investments to the extent that each is permitted by the Regulations.
Benchmark
FTSE World
Investment style
Aggressive
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.59 %

1 Year rank in sector

97/281

Sector

UT Mixed Investment 40-85% Shares

Yield

0.74

Fund size

£ 61.1 m

FE Risk score

89

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.72 %4.58 %10.59 %47.08 %95.73 %
Sector2.44 %5.34 %9.5 %29.22 %50.07 %
Rank within sector241 / 293210 / 28697 / 2817 / 2412 / 220
Quartile th4 th3 rd2 nd1 st1 st

Calendar performance

YTD-20182017201620152014
Fund1.37 %12.02 %15.47 %11.95 %10.21 %
Sector1.35 %10.04 %13.29 %2.25 %4.96 %
Rank within sector147 / 29370 / 27878 / 2641 / 2415 / 232
Quartile th3 rd2 nd2 nd1 st1 st

Risk statistics

Alpha1.51
Beta1.52
Sharpe0.97
Volatility9.98
Tracking error5.56
Information ratio0.93
R-Squared0.78

Price movement

52 week high3374.9
52 week low3054.55
Current bid price0
Current offer price0
Current mid price3374.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-