Fact sheet: SVS TPI Aggressive 1

Fund information

Fund name
SVS TPI Aggressive 1 A Inc
Fund company manager
True Potential Investments
Fund type
OIC
Fund manager
True Potential Investments
since 22/06/2015
Fund objective
The investment objective of the SVS TPI Aggressive 1 Fund is to provide capital growth through exposure to equities globally. This will be achieved through investing almost exclusively in collective investment schemes which themselves have a global focus.
Benchmark
-
Investment style
Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

30.55 %

1 Year rank in sector

4/271

Sector

UT Mixed Investment 40-85% Shares

Yield

2.36

Fund size

£ 76.0 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    39.6%
  • North America
    30.1%
  • Europe
    11.2%
  • Global Emerging Markets
    10%
  • Asia Pacific
    8.3%
  • UK Equities
    39.6%
  • North American Equities
    30.1%
  • European Equities
    11.2%
  • Global Emerging Market Equities
    10%
  • Asia Pacific Equities
    8.3%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.31 %7.35 %31.24 %0 %0 %
Sector0.99 %7.38 %19.9 %28.16 %58.32 %
Rank within sector225 / 281145 / 2754 / 271 / /
Quartile th4 th3 rd1 st th th

Calendar performance

YTD-20172016201520142013
Fund7.63 %23.79 %0 %0 %0 %
Sector6.85 %13.29 %2.25 %4.96 %13.5 %
Rank within sector98 / 2758 / 260 / / /
Quartile th2 nd1 st th th th

Price movement

52 week high125.1
52 week low98.52
Current bid price0
Current offer price0
Current mid price124.4

Holdings by region

  • 39.6% UK
  • 30.1% North America
  • 11.2% Europe
  • 10% Global Emerging Markets
  • 8.3% Asia Pacific
  • 0.8% Money Market

Holdings by sector

-

Holdings by asset type

  • 39.6% UK Equities
  • 30.1% North American Equities
  • 11.2% European Equities
  • 10% Global Emerging Market Equities
  • 8.3% Asia Pacific Equities
  • 0.8% Money Market

Individual holdings

-