Fact sheet: PUTM Growth

Fund information

Fund name
PUTM Growth Acc
Fund company manager
Phoenix Unit Trust Managers
Fund type
UKA
Fund manager(s)
Kenneth Wood
since 01/12/2002
Fund objective
To provide an above average return over the medium term using the IMA Balanced managed fund benchmark. The trust is a medium risk managed fund designed to provide medium risk investors with exposure to securities in a manner designed to balance risks associated with the volatile situations which can arise in financial markets. The Trust will primarily invest in a range of worldwide equities.
Benchmark
FTSE World
Investment style
Aggressive
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

13.04 %

1 Year rank in sector

93/277

Sector

UT Mixed Investment 40-85% Shares

Yield

2.1739

Fund size

£ 647.1 m

FE Risk score

77

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.72 %3.63 %13.04 %29.25 %67.72 %
Sector-0.18 %3.85 %11.74 %26.19 %53.64 %
Rank within sector239 / 288168 / 28493 / 27789 / 23939 / 218
Quartile th4 th3 rd2 nd2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund9.25 %13.59 %3.5 %6.09 %18.41 %
Sector8.6 %13.29 %2.25 %4.96 %13.5 %
Rank within sector114 / 278129 / 26581 / 24192 / 23233 / 219
Quartile th2 nd2 nd2 nd2 nd1 st

Risk statistics

Alpha-0.14
Beta1.25
Sharpe0.79
Volatility8.07
Tracking error3.52
Information ratio0.48
R-Squared0.84

Price movement

52 week high226.56
52 week low194.97
Current bid price223.38
Current offer price235.76
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-