Fact sheet: S&W Starhunter Managed

Fund information

Fund name
S&W Starhunter Managed Acc
Fund company manager
S&W Fund Administration Ltd
Fund type
UKA
Fund manager
Hugh Giltrow
since 30/03/2001
Fund objective
To seek capital growth and increasing income principally through diversified investment in international equity markets including the UK.
Benchmark
No Specified Index
Investment style
Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

17.98 %

1 Year rank in sector

160/244

Sector

UT Flexible Investment

Yield

0.22

Fund size

£ 22.0 m

FE Risk score

59

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.52 %6.83 %17.98 %22.5 %46.18 %
Sector1.02 %7.07 %19.89 %27.22 %58.23 %
Rank within sector68 / 262145 / 247160 / 244150 / 198133 / 169
Quartile th2 nd3 rd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund5.86 %11.02 %1.42 %5.5 %7.64 %
Sector6.65 %12.84 %2.01 %4.85 %14.08 %
Rank within sector161 / 247164 / 234129 / 21291 / 190154 / 180
Quartile th3 rd3 rd3 rd2 nd4 th

Risk statistics

Alpha-0.9
Beta0.93
Sharpe0.48
Volatility7.23
Tracking error1.76
Information ratio-0.84
R-Squared0.95

Price movement

52 week high361.5
52 week low312.7
Current bid price361.5
Current offer price385.6
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-