Fact sheet: S&W Sylvan Bromfield

Fund information

Fund name
S&W Sylvan Bromfield
Fund company manager
S&W Fund Administration Ltd
Fund type
OIC
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

Quick stats

1 Year return

28.6 %

1 Year rank in sector

16/271

Sector

UT Mixed Investment 40-85% Shares

Yield

1.01

Fund size

£ 17.0 m

FE Risk score

84

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund4.02 %13.25 %28.6 %40.29 %79.24 %
Sector1.49 %7.27 %20.24 %27.69 %57.03 %
Rank within sector2 / 2815 / 27516 / 27116 / 24118 / 208
Quartile th1 st1 st1 st1 st1 st

Calendar performance

YTD-20172016201520142013
Fund12.68 %12.01 %4.94 %5.28 %18.63 %
Sector6.74 %13.29 %2.25 %4.96 %13.5 %
Rank within sector3 / 275166 / 26035 / 246123 / 23729 / 222
Quartile th1 st3 rd1 st3 rd1 st

Risk statistics

Alpha-1.75
Beta1.7
Sharpe0.59
Volatility12.47
Tracking error8.48
Information ratio0.35
R-Squared0.64

Price movement

52 week high2430
52 week low1947
Current bid price0
Current offer price0
Current mid price2430

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-