Fact sheet: SVM Highlander

Fund information

Fund name
SVM Highlander EUR
Fund company manager
Scottish Value Management
Fund type
SIB
Fund manager(s)
Fund objective
To employ a fundamental research driven investment approach and to utilise the stock selection skills of SVM's entire investment team.
Benchmark
-
Investment style
Long/Short
Investment method
Equity

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

22.65 %

1 Year rank in sector

14/129

Sector

FO Hedge/Stru Prod - Equity

Yield
-
Fund size
-
FE Risk score

119

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.48 %5.5 %22.65 %24.94 %49.28 %
Sector0.39 %3.25 %6.41 %7.36 %18.75 %
Rank within sector17 / 14440 / 14114 / 12913 / 7017 / 51
Quartile th1 st2 nd1 st1 st2 nd

Calendar performance

YTD-20172016201520142013
Fund17.25 %-12.08 %18.79 %-5.64 %29.72 %
Sector5.83 %-1.99 %2.66 %2.51 %7.13 %
Rank within sector15 / 13197 / 1032 / 7451 / 575 / 50
Quartile th1 st4 th1 st4 th1 st

Risk statistics

Alpha1.97
Beta2.25
Sharpe0.26
Volatility13.59
Tracking error12.31
Information ratio0.36
R-Squared0.26

Price movement

52 week high3.018
52 week low2.48
Current bid price0
Current offer price0
Current mid price3.011

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-