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
John Kelly
since 01/06/2004
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

29.36 %

1 Year rank in sector

140/241

Sector

UT Global

Yield

0.3541

Fund size

£ 81.6 m

FE Risk score

108

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.37 %10.45 %29.9 %49.89 %118 %
Sector2.38 %10.42 %28.9 %42.86 %86.82 %
Rank within sector42 / 256126 / 249140 / 24185 / 22135 / 197
Quartile th1 st3 rd3 rd2 nd1 st

Calendar performance

YTD-20172016201520142013
Fund7.2 %19.44 %8.18 %8.05 %25.43 %
Sector7.16 %20.95 %3.38 %6.68 %19.7 %
Rank within sector120 / 250156 / 23737 / 227104 / 21553 / 203
Quartile th2 nd3 rd1 st2 nd2 nd

Risk statistics

Alpha0.78
Beta1.68
Sharpe0.88
Volatility11.1
Tracking error6.53
Information ratio0.84
R-Squared0.78

Price movement

52 week high803.26
52 week low601.43
Current bid price801.92
Current offer price846.35
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-