Fact sheet: Lothbury Property

Fund information

Fund name
Lothbury Property
Fund company manager
Lothbury Investment Management
Fund type
SIB
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
None
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.93 %

1 Year rank in sector

17/27

Sector

FO Property - Europe

Yield
-
Fund size
-
FE Risk score

23

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0 %2.49 %5.93 %20.62 %45.93 %
Sector0.78 %3.59 %6.37 %20.75 %30.31 %
Rank within sector / 19 / 2817 / 2716 / 2112 / 19
Quartile th th3 rd3 rd4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund3.88 %0.76 %9.57 %15.31 %10.08 %
Sector5.35 %1.42 %7.37 %9.66 %4.02 %
Rank within sector21 / 2715 / 2716 / 2112 / 2011 / 19
Quartile th4 th3 rd4 th3 rd3 rd

Risk statistics

Alpha6.59
Beta0.01
Sharpe1.14
Volatility2.73
Tracking error5.49
Information ratio0.14
R-Squared0

Price movement

52 week high1901.0495
52 week low1827.7935
Current bid price0
Current offer price0
Current mid price1901.0495

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-