Fact sheet: SVS TPI Aggressive 1

Fund information

Fund name
SVS TPI Aggressive 1 A Inc
Fund company manager
True Potential Investments
Fund type
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

15.05 %

1 Year rank in sector

41/277

Sector

UT Mixed Investment 40-85% Shares

Yield

2.37

Fund size

£ 86.0 m

FE Risk score

94

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • UK
    40%
  • North America
    30.1%
  • Europe
    11.2%
  • Global Emerging Markets
    9.7%
  • Asia Pacific
    8.1%
  • UK Equities
    40%
  • North American Equities
    30.1%
  • European Equities
    11.2%
  • Global Emerging Market Equities
    9.7%
  • Asia Pacific Equities
    8.1%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-0.7 %6.03 %15.05 %0 %0 %
Sector-0.18 %3.85 %11.74 %26.19 %53.64 %
Rank within sector236 / 28826 / 28441 / 277 / /
Quartile th4 th1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund11.21 %23.79 %0 %0 %0 %
Sector8.6 %13.29 %2.25 %4.96 %13.5 %
Rank within sector53 / 2788 / 265 / / /
Quartile th1 st1 st th th th

Price movement

52 week high129.7
52 week low111.9
Current bid price0
Current offer price0
Current mid price127.5

Holdings by region

  • 40% UK
  • 30.1% North America
  • 11.2% Europe
  • 9.7% Global Emerging Markets
  • 8.1% Asia Pacific
  • 0.9% Money Market

Holdings by sector

-

Holdings by asset type

  • 40% UK Equities
  • 30.1% North American Equities
  • 11.2% European Equities
  • 9.7% Global Emerging Market Equities
  • 8.1% Asia Pacific Equities
  • 0.9% Money Market

Individual holdings

-