Fact sheet: S&W Sylvan Bromfield

Fund information

Fund name
S&W Sylvan Bromfield
Fund company manager
S&W Fund Administration Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To provide capital and income growth through investing in a diversified portfolio of global securities and bonds.
Benchmark
No Specified Index
Investment style
Aggressive
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.79 %

1 Year rank in sector

56/277

Sector

UT Mixed Investment 40-85% Shares

Yield

1.16

Fund size

£ 17.0 m

FE Risk score

87

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund3.81 %7.28 %11.79 %41.18 %67.41 %
Sector2.59 %5.7 %9.63 %34.01 %51.63 %
Rank within sector16 / 28665 / 28456 / 27752 / 23929 / 212
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund13.13 %12.01 %4.94 %5.28 %18.63 %
Sector8.78 %13.29 %2.25 %4.96 %13.5 %
Rank within sector19 / 278171 / 26535 / 241119 / 23229 / 219
Quartile th1 st3 rd1 st3 rd1 st

Risk statistics

Alpha-2.03
Beta1.74
Sharpe0.54
Volatility12.63
Tracking error8.52
Information ratio0.32
R-Squared0.66

Price movement

52 week high2430
52 week low2069
Current bid price0
Current offer price0
Current mid price2427

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-