Fact sheet: Rathbone Sussex Growth

Fund information

Fund name
Rathbone Sussex Growth Inc
Fund company manager
Rathbone Unit Trust Mgmt Ltd
Fund type
OIC
Fund manager
Clive Hexton
since 11/03/2004
Fund objective
-
Benchmark
-
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

33.08 %

1 Year rank in sector

4/271

Sector

UT Mixed Investment 40-85% Shares

Yield

0.67

Fund size

£ 24.7 m

FE Risk score

78

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.91 %13.62 %33.08 %41.3 %79.42 %
Sector1.49 %7.27 %20.24 %27.69 %57.03 %
Rank within sector11 / 2814 / 2754 / 27111 / 24117 / 208
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund12.51 %15.05 %4.31 %2.05 %22.74 %
Sector6.74 %13.29 %2.25 %4.96 %13.5 %
Rank within sector4 / 27582 / 26052 / 246225 / 23711 / 222
Quartile th1 st2 nd1 st4 th1 st

Risk statistics

Alpha0.17
Beta1.46
Sharpe0.83
Volatility9.45
Tracking error4.78
Information ratio0.72
R-Squared0.83

Price movement

52 week high292
52 week low223.53
Current bid price0
Current offer price0
Current mid price292

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-