Fact sheet: RHFS Diversified Strategy

Fund information

Fund name
RHFS Diversified Strategy B Acc
Fund company manager
R&H Fund Services (UK) Limited
Fund type
OIC
Fund manager
Paul Milburn
since 06/05/2015
Fund objective
The investment objective of the RHFS Diversified Strategy Fund is to achieve long term capital growth. The fund intends to meet its objectives through exposure to a combination of equities, fixed interest and structured products. The majority of the fund's exposure will be to equities. It may also have exposure to property. With the exception of structured products, this exposure will be through investment in OEICs, unit trusts, investment trusts, Exchange Traded Funds and other collective investment schemes across several management groups. It may also invest in equities from the world's major markets, bonds and other transferable securities. The Fund has no specific limits on exposures to any asset class, geographic area, industry or economic sectors.
Benchmark
FTSE UK Private Investor Balanced
Investment style
Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

20.51 %

1 Year rank in sector

130/241

Sector

UT Flexible Investment

Yield
-
Fund size
-
FE Risk score

67

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.11 %8.55 %20.51 %0 %0 %
Sector1.83 %7.98 %19.57 %26.6 %57.86 %
Rank within sector89 / 258106 / 245130 / 241 / /
Quartile th2 nd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund5.78 %13.17 %0 %0 %0 %
Sector5.26 %12.84 %2.01 %4.85 %14.08 %
Rank within sector112 / 245126 / 232 / / /
Quartile th2 nd3 rd th th th

Price movement

52 week high1.1684
52 week low0.9652
Current bid price0
Current offer price0
Current mid price1.1683

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-