Fact sheet: SVS TPI Cautious 6

Fund information

Fund name
SVS TPI Cautious 6 A Acc
Fund company manager
True Potential Investments
Fund type
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.42 %

1 Year rank in sector

48/201

Sector

UT Mixed Investment 20-60% Shares

Yield

0.45

Fund size

£ 104.0 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    50%
  • Money Market
    26.9%
  • Global Investment Grade Fixed Interest
    14.6%
  • Global Fixed Interest
    6.2%
  • Global High Yield Fixed Interest
    2.3%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.69 %4.74 %8.42 %0 %0 %
Sector1.74 %3.86 %6.82 %24.34 %37.08 %
Rank within sector121 / 20754 / 20548 / 201 / /
Quartile th3 rd2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund7.55 %0 %0 %0 %0 %
Sector6.32 %10.25 %1.21 %4.98 %9 %
Rank within sector52 / 202 / / / /
Quartile th2 nd th th th th

Price movement

52 week high108.2
52 week low96.79
Current bid price0
Current offer price0
Current mid price108.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 50% International Equities
  • 26.9% Money Market
  • 14.6% Global Investment Grade Fixed Interest
  • 6.2% Global Fixed Interest
  • 2.3% Global High Yield Fixed Interest

Individual holdings

-