Fact sheet: SVS TPI Balanced 6

Fund information

Fund name
SVS TPI Balanced 6 A Acc
Fund company manager
True Potential Investments
Fund type
OIC
Fund manager
True Potential Investments
since 10/08/2016
Fund objective
The investment objective of the Fund is to achieve capital growth over the long term (5 years or longer) through active management of a diversified investment portfolio whilst seeking to control the overall level of portfolio risk. The sub-investment manager will seek to diversify the Fund’s exposures across asset classes and vary the total market exposure as required.
Benchmark
-
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Mixed Investment 20-60% Shares

Yield
-
Fund size

£ 189.0 m

FE Risk score

63

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    65%
  • Global Investment Grade Fixed Interest
    19%
  • Global Fixed Interest
    8%
  • Money Market
    5%
  • Global High Yield Fixed Interest
    3%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.88 %8.39 %0 %0 %0 %
Sector1.18 %5.75 %14.66 %20.41 %41.93 %
Rank within sector32 / 20412 / 201 / / /
Quartile th1 st1 st th th th

Calendar performance

YTD-20172016201520142013
Fund7.53 %0 %0 %0 %0 %
Sector5.09 %10.25 %1.21 %4.98 %9 %
Rank within sector15 / 201 / / / /
Quartile th1 st th th th th

Price movement

52 week high108.8
52 week low96.38
Current bid price0
Current offer price0
Current mid price108.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 65% International Equities
  • 19% Global Investment Grade Fixed Interest
  • 8% Global Fixed Interest
  • 5% Money Market
  • 3% Global High Yield Fixed Interest

Individual holdings

-