Fact sheet: Putnam WT Global FI Alph

Fund information

Fund name
Putnam WT Global Fixed Income Alpha S2S GBP
Fund company manager
Putnam World Trust
Fund type
SIB
Fund objective
Putnam’s Global Alpha strategy is built on the premise that one of the most effective deliveries of fixed income alpha results from efficiently mixing as many independent investment strategies as possible. This actively managed global bond fund seeks to exploit market inefficiencies. It pursues consistent absolute returns with low volatility and limited market risk through a diversified portfolio of uncorrelated strategies across global markets and sectors. The investment objective is to achieve an annual total return that exceeds six-month Sterling LIBOR by 2.0% or more, as measured over rolling three-year periods. Broad diversification seeks to prevent overexposure to any one sector or strategy.
Benchmark
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Investment style
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Investment method
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Quick stats

1 Year return

4.44 %

1 Year rank in sector

49/303

Sector

FO Fixed Int - Global

Yield
-
Fund size
-
FE Risk score

21

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.27 %0.53 %4.44 %4.01 %11.57 %
Sector0.39 %2.53 %1.61 %5.72 %11.03 %
Rank within sector315 / 341270 / 32649 / 303145 / 25885 / 185
Quartile th4 th4 th1 st3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund1.9 %2.93 %-0.69 %1.69 %3.35 %
Sector3.33 %4.59 %-1.64 %3.66 %-1.56 %
Rank within sector210 / 319161 / 286118 / 262156 / 22721 / 200
Quartile th3 rd3 rd2 nd3 rd1 st

Risk statistics

Alpha0.55
Beta0.38
Sharpe-0
Volatility3.46
Tracking error3.7
Information ratio-0.17
R-Squared0.09

Price movement

52 week high7.55
52 week low7.2
Current bid price0
Current offer price0
Current mid price7.52

Holdings by region

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Holdings by sector

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Holdings by asset type

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Individual holdings

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