Fact sheet: Majedie Institutional

Fund information

Fund name
Majedie Institutional A
Fund company manager
Majedie Asset Management Ltd
Fund type
UKA
Fund objective
To produce a total return in excess of the FTSE All-Share Index over the long term through investment in a diversified portfolio of predominantly UK equities
Benchmark
-
Investment style
-
Investment method
Shares

Quick stats

1 Year return

11.07 %

1 Year rank in sector

20/47

Sector

UT Global Equity Income

Yield

1.7

Fund size
-
FE Risk score

100

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.37 %1.02 %11.07 %22.9 %0 %
Sector-2.23 %1.77 %10.86 %36.87 %76.7 %
Rank within sector8 / 5126 / 4920 / 4732 / 36 /
Quartile th1 st3 rd2 nd4 th th

Calendar performance

YTD-20172016201520142013
Fund2.74 %21.17 %-1.69 %0 %0 %
Sector6.18 %23.11 %2.71 %6.77 %21.77 %
Rank within sector46 / 4833 / 4334 / 38 / /
Quartile th4 th4 th4 th th th

Risk statistics

Alpha-2.93
Beta1.41
Sharpe0.39
Volatility9.72
Tracking error5.62
Information ratio-0.04
R-Squared0.72

Price movement

52 week high1274.7
52 week low1102.36
Current bid price0
Current offer price0
Current mid price1244.06

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-