Fact sheet: SVS TPI Cautious 4

Fund information

Fund name
SVS TPI Cautious 4 A Acc
Fund company manager
True Potential Investments
Fund type
OIC
Fund manager
True Potential Investments
since 22/06/2015
Fund objective
The SVS TPI Cautious 4 Fund seeks to deliver long-term capital growth over a rolling five-year period in excess of inflation (UK Consumer Price Index) from exposure, directly or indirectly, to a diversified portfolio of investments.
Benchmark
-
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

7.86 %

1 Year rank in sector

63/78

Sector

UT Mixed Investment 0-35% Shares

Yield

0.45

Fund size

£ 106.0 m

FE Risk score

35

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Money Market
    33%
  • Not Specified
    18.9%
  • Europe
    16%
  • UK
    15.5%
  • North America
    8.1%
  • Money Market
    33%
  • European Equities
    16%
  • UK Equities
    15.5%
  • Global Fixed Interest
    13.2%
  • North American Equities
    8.1%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.04 %2.5 %7.86 %0 %0 %
Sector1.15 %5.06 %10.2 %15.3 %29.31 %
Rank within sector52 / 8777 / 8363 / 78 / /
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Calendar performance

YTD-20172016201520142013
Fund0.38 %8.27 %0 %0 %0 %
Sector3.3 %8.37 %0.26 %5.2 %4.2 %
Rank within sector81 / 8342 / 73 / / /
Quartile th4 th3 rd th th th

Price movement

52 week high107.5
52 week low98.19
Current bid price0
Current offer price0
Current mid price106.7

Holdings by region

  • 33% Money Market
  • 18.9% Not Specified
  • 16% Europe
  • 15.5% UK
  • 8.1% North America
  • 7.5% Asia Pacific
  • 1% Global Emerging Markets

Holdings by sector

-

Holdings by asset type

  • 33% Money Market
  • 16% European Equities
  • 15.5% UK Equities
  • 13.2% Global Fixed Interest
  • 8.1% North American Equities
  • 7.5% Asia Pacific Equities
  • 5.7% Commodity & Energy
  • 1% Global Emerging Market Equities

Individual holdings

-