Fact sheet: SVS TPI Growth 6

Fund information

Fund name
SVS TPI Growth 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
Aggressive
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

15.64 %

1 Year rank in sector

31/277

Sector

UT Mixed Investment 40-85% Shares

Yield

0.52

Fund size

£ 90.0 m

FE Risk score

73

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

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0 %5.42 %15.64 %0 %0 %
Sector-0.18 %3.85 %11.74 %26.19 %53.64 %
Rank within sector88 / 28843 / 28431 / 277 / /
Quartile th2 nd1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund11.78 %0 %0 %0 %0 %
Sector8.6 %13.29 %2.25 %4.96 %13.5 %
Rank within sector40 / 278 / / / /
Quartile th1 st th th th th

Price movement

52 week high114.2
52 week low97.07
Current bid price0
Current offer price0
Current mid price112.9

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

-