Fact sheet: MFM Bowland

Fund information

Fund name
MFM Bowland
Fund company manager
MFM
Fund type
UKA
Fund manager(s)
Hargreave Hale
since 31/03/2014
Fund objective
The investment objective is to achieve capital growth, with a moderate level of risk by investing in the shares of companies both in the UK and overseas, but concentrating mainly on UK shares. Other investments including bonds and warrants within the limits imposed by COLL can be used where it is considered that they meet the investment objectives. It is also intended, where appropriate, to take advantage of underwriting and placings. The scheme may invest in derivatives and forward transactions but only for hedging purposes.
Benchmark
FTSE All Share TR
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

22.02 %

1 Year rank in sector

6/275

Sector

UT UK All Companies

Yield

0.71

Fund size

£ 16.3 m

FE Risk score

74

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-3.08 %4.59 %22.02 %78.35 %119.36 %
Sector-5.12 %0.26 %5.75 %19.13 %46.13 %
Rank within sector16 / 27918 / 2776 / 2752 / 2584 / 243
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20182017201620152014
Fund-1.35 %29.87 %15.79 %21.3 %8.33 %
Sector-4.2 %13.78 %11.16 %3.66 %0.59 %
Rank within sector14 / 2788 / 27369 / 2636 / 25611 / 250
Quartile th1 st1 st2 nd1 st1 st

Risk statistics

Alpha16.02
Beta0.66
Sharpe2.23
Volatility8.45
Tracking error6.79
Information ratio1.87
R-Squared0.49

Price movement

52 week high244.96
52 week low196.9
Current bid price237.42
Current offer price256.67
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-