Fact sheet: SVS TPI Income Builder 1

Fund information

Fund name
SVS TPI Income Builder 1 A Acc
Fund company manager
True Potential Investments
Fund type
OEIC
Fund manager(s)
Fund objective
The investment objective of the SVS TPI Income Builder Fund is to provide a regular income (paid monthly), some capital appreciation and lower volatility than the MSCI World Index by investing globally, either directly or indirectly (for example, via collective investment schemes or derivatives), in equity and fixed income securities. The Fund can invest in money market instruments, warrants and transferable securities. Derivatives and forward transactions may be used for investment purposes and Efficient Portfolio Management (EPM). EPM can be defined as a portfolio that provides the greatest expected return for a given level of risk. The use of derivatives for investment purposes may increase the volatility and risk profile of the Fund.
Benchmark
-
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Flexible Investment

Yield
-
Fund size

£ 258.0 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.14 %4.39 %0 %0 %0 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector241 / 269174 / 254 / / /
Quartile th4 th3 rd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high106.9
52 week low99.43
Current bid price0
Current offer price0
Current mid price106.9

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-