Fact sheet: S&W Smithfield Alternative Inv

Fund information

Fund name
S&W Smithfield Alternative Investment
Fund company manager
S&W Fund Administration Ltd
Fund type
OIC
Fund objective
The objective of the Smithfield Alternative Investment Fund is to generate a balance between income and growth through investment in both UK and international markets.
Benchmark
-
Investment style
Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

12.86 %

1 Year rank in sector

211/244

Sector

UT Flexible Investment

Yield

3.51

Fund size

£ 180.0 m

FE Risk score

23

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.38 %4.73 %12.86 %0 %0 %
Sector1.51 %6.97 %20.47 %26.74 %56.82 %
Rank within sector228 / 262206 / 247211 / 244 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20172016201520142013
Fund4.53 %10.01 %1.04 %0 %0 %
Sector6.56 %12.84 %2.01 %4.85 %14.08 %
Rank within sector198 / 247179 / 234139 / 212 / /
Quartile th4 th4 th3 rd th th

Price movement

52 week high107.1
52 week low95.93
Current bid price0
Current offer price0
Current mid price106.8

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-