Fact sheet: SVS TPI Growth 6

Fund information

Fund name
SVS TPI Growth 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
Aggressive
Investment method
None

Performance snapshot

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Mixed Investment 40-85% Shares

Yield
-
Fund size

£ 70.0 m

FE Risk score

70

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
Fund0.83 %9.04 %0 %0 %0 %
Sector0.99 %7.38 %19.9 %28.16 %58.32 %
Rank within sector143 / 28164 / 275 / / /
Quartile th3 rd1 st th th th

Calendar performance

YTD-20172016201520142013
Fund8.71 %0 %0 %0 %0 %
Sector6.85 %13.29 %2.25 %4.96 %13.5 %
Rank within sector50 / 275 / / / /
Quartile th1 st th th th th

Price movement

52 week high110
52 week low96.06
Current bid price0
Current offer price0
Current mid price109.8

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

-