Fact sheet: MFM Junior Gold

Fund information

Fund name
MFM Junior Gold P
Fund company manager
MFM
Fund type
OIC
Fund manager
Angelos Damaskos
since 08/09/2009
Fund objective
To provide long-term capital growth from a globally diversified portfolio investing primarily in small to medium capitalization companies specializing in identifying, developing and extracting gold. It may also invest in mining companies extracting other precious metals. There may be occasions, in light of adverse market conditions, where the Investment Manager chooses to hold high levels of cash, bonds and government securities. The Investment Manager may use derivatives for efficient portfolio management purposes only.
Benchmark
FTSE Gold Mining Index
Investment style
None
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

-1.13 %

1 Year rank in sector

110/110

Sector

UT Specialist

Yield
-
Fund size

£ 12.9 m

FE Risk score

350

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Commodity & Energy
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-4.12 %-12.62 %-1.13 %16.45 %-60.12 %
Sector0.74 %7.32 %20.37 %21.39 %39.84 %
Rank within sector110 / 112110 / 110110 / 11064 / 10386 / 86
Quartile th4 th4 th4 th3 rd4 th

Calendar performance

YTD-20172016201520142013
Fund-3.51 %103.99 %-20.67 %-17.69 %-65.82 %
Sector4.17 %22.72 %-4.47 %1.15 %4.5 %
Rank within sector102 / 1101 / 10992 / 10593 / 10191 / 91
Quartile th4 th1 st4 th4 th4 th

Risk statistics

Alpha-10.65
Beta3.36
Sharpe-0.01
Volatility56.25
Tracking error50
Information ratio-0.11
R-Squared0.35

Price movement

52 week high65.54
52 week low35.8
Current bid price0
Current offer price0
Current mid price38.44

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 100% Commodity & Energy

Individual holdings

-