Fact sheet: LF The Monoux

Fund information

Fund name
LF The Monoux
Fund company manager
Link Fund Solutions Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To provide a balance of capital growth and income by investing in a range of asset classes in any or all geographic areas of the world and in any or all economic sectors.
Benchmark
No Specified Index
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.73 %

1 Year rank in sector

143/248

Sector

UT Global

Yield

0.46

Fund size

£ 5.0 m

FE Risk score

73

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-4.61 %-0.25 %5.73 %33.68 %72.25 %
Sector-3.84 %1.96 %7.13 %34.16 %62.24 %
Rank within sector203 / 273214 / 260143 / 248134 / 22379 / 200
Quartile th3 rd4 th3 rd3 rd2 nd

Calendar performance

YTD-20182017201620152014
Fund-3.17 %13.77 %15.66 %9.76 %8.57 %
Sector-1.97 %13.6 %20.95 %3.38 %6.68 %
Rank within sector218 / 272102 / 247186 / 23225 / 22084 / 207
Quartile th4 th2 nd4 th1 st2 nd

Risk statistics

Alpha1.74
Beta1.48
Sharpe0.87
Volatility9.66
Tracking error5.4
Information ratio0.88
R-Squared0.76

Price movement

52 week high2571.84
52 week low2334.54
Current bid price0
Current offer price0
Current mid price2453.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-