Fact sheet: SVS TPI Defensive 6

Fund information

Fund name
SVS TPI Defensive 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
Cautious
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

6.09 %

1 Year rank in sector

11/83

Sector

UT Mixed Investment 0-35% Shares

Yield

0.32

Fund size

£ 27.0 m

FE Risk score

37

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Money Market
    48.7%
  • International Equities
    35.1%
  • Global Investment Grade Fixed Interest
    10.3%
  • Global Fixed Interest
    4.3%
  • Global High Yield Fixed Interest
    1.6%

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.24 %3.31 %6.09 %0 %0 %
Sector1.18 %2.33 %3.75 %16.1 %25.51 %
Rank within sector33 / 9020 / 8811 / 83 / /
Quartile th2 nd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund6.09 %0 %0 %0 %0 %
Sector4.13 %8.37 %0.26 %5.2 %4.2 %
Rank within sector12 / 84 / / / /
Quartile th1 st th th th th

Price movement

52 week high106.2
52 week low97.41
Current bid price0
Current offer price0
Current mid price106.2

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 48.7% Money Market
  • 35.1% International Equities
  • 10.3% Global Investment Grade Fixed Interest
  • 4.3% Global Fixed Interest
  • 1.6% Global High Yield Fixed Interest

Individual holdings

-