Fact sheet: S&W Sylvan Global Opportunities

Fund information

Fund name
S&W Sylvan Global Opportunities
Fund company manager
S&W Fund Administration Ltd
Fund type
OEIC
Fund manager(s)
Fund objective
To provide long term capital and income growth through investment in securities anywhere in the world
Benchmark
No Specified Index
Investment style
Growth
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

9.68 %

1 Year rank in sector

196/248

Sector

UT Global

Yield

1.14

Fund size

£ 29.0 m

FE Risk score

88

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.58 %4.2 %9.68 %38.21 %66.54 %
Sector3.45 %6.33 %12.7 %51.86 %80.28 %
Rank within sector265 / 265208 / 253196 / 248192 / 224161 / 199
Quartile th4 th4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund10.93 %11.56 %5.47 %5.05 %18.94 %
Sector11.2 %20.95 %3.38 %6.68 %19.7 %
Rank within sector117 / 250209 / 23783 / 225163 / 212135 / 202
Quartile th2 nd4 th2 nd4 th3 rd

Risk statistics

Alpha-1.95
Beta1.74
Sharpe0.55
Volatility12.69
Tracking error8.6
Information ratio0.33
R-Squared0.65

Price movement

52 week high389.4
52 week low330.6
Current bid price0
Current offer price0
Current mid price380

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-