Fact sheet: PUTM Growth

Fund information

Fund name
PUTM Growth Acc
Fund company manager
Phoenix Unit Trust Managers
Fund type
UKA
Fund manager
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

Quick stats

1 Year return

24.47 %

1 Year rank in sector

40/271

Sector

UT Mixed Investment 40-85% Shares

Yield

2.1462

Fund size

£ 647.1 m

FE Risk score

76

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.08 %5.71 %24.37 %29.5 %71.21 %
Sector0.65 %6.72 %19.48 %27.73 %57.41 %
Rank within sector277 / 281194 / 27540 / 271113 / 24142 / 208
Quartile th4 th3 rd1 st2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund5.9 %13.59 %3.5 %6.09 %18.41 %
Sector6.49 %13.29 %2.25 %4.96 %13.5 %
Rank within sector177 / 275121 / 26082 / 24695 / 23733 / 222
Quartile th3 rd2 nd2 nd2 nd1 st

Risk statistics

Alpha-0.4
Beta1.27
Sharpe0.71
Volatility8.07
Tracking error3.49
Information ratio0.42
R-Squared0.85

Price movement

52 week high219.57
52 week low177.24
Current bid price216.53
Current offer price228.52
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-