Fact sheet: PUTM International Growth

Fund information

Fund name
PUTM International Growth Acc
Fund company manager
Phoenix Unit Trust Managers
Fund type
UKA
Fund manager
Andrew Fraser
since 01/12/2002
Fund objective
To maximise the long-term return, mainly through capital growth, by investment in a diversified portfolio of international securities in North America, the Far East (including Australasia) and Europe, which could occasionally include securities in the United Kingdom.
Benchmark
FTSE World ex UK
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

13.92 %

1 Year rank in sector

124/247

Sector

UT Global

Yield

0.1636

Fund size

£ 81.6 m

FE Risk score

106

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.68 %1.22 %13.92 %42.19 %93.32 %
Sector-0.92 %1.83 %14.08 %37.59 %74.79 %
Rank within sector209 / 264128 / 251124 / 24799 / 22261 / 198
Quartile th4 th3 rd3 rd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund6.47 %19.44 %8.18 %8.05 %25.43 %
Sector7.81 %20.95 %3.38 %6.68 %19.7 %
Rank within sector157 / 250157 / 23637 / 224101 / 21253 / 202
Quartile th3 rd3 rd1 st2 nd2 nd

Risk statistics

Alpha0.74
Beta1.7
Sharpe0.89
Volatility11.23
Tracking error6.55
Information ratio0.86
R-Squared0.79

Price movement

52 week high823.05
52 week low699.11
Current bid price796.45
Current offer price840.58
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-