Fact sheet: S&W Capital Link Growth

Fund information

Fund name
S&W Capital Link Growth A
Fund company manager
S&W Fund Administration Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To achieve long term capital growth through investment primarily in a widely diversified (across asset classes and geographies) portfolio of collective investment schemes. The Company may also invest in other transferable securities, warrants, money market instruments, deposits, cash and other permitted investments. There may be occasions when the ACD holds a significant proportion of the Company in cash and near cash instruments.
Benchmark
-
Investment style
Cautious,Growth
Investment method
Mixed

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

2.17 %

1 Year rank in sector

132/200

Sector

UT Mixed Investment 20-60% Shares

Yield
-
Fund size

£ 67.0 m

FE Risk score

38

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.3 %0.46 %2.17 %3.3 %13.74 %
Sector-0.33 %-0.69 %2.9 %16.39 %27.98 %
Rank within sector23 / 21330 / 206132 / 200176 / 176148 / 151
Quartile th1 st1 st3 rd4 th4 th

Calendar performance

YTD-20182017201620152014
Fund1.54 %1.09 %2.89 %3.15 %2.98 %
Sector0.15 %7.11 %10.25 %1.21 %4.98 %
Rank within sector25 / 206192 / 194180 / 18538 / 171142 / 158
Quartile th1 st4 th4 th1 st4 th

Risk statistics

Alpha-3.29
Beta0.67
Sharpe-0
Volatility4.85
Tracking error3.44
Information ratio-1.57
R-Squared0.64

Price movement

52 week high1316
52 week low1275
Current bid price0
Current offer price0
Current mid price1316

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-