Fact sheet: Scientia Hedge

Fund information

Fund name
Scientia Hedge
Fund company manager
Insider
Fund type
SIB
Fund objective
To achieve the highest return by following the insiders and make few but the right investments with the help of insider model. The performance of gold and oil at over longer periods of time proved to be a negative correlation with stock market fluctuations. Investments in these materials acts as a support in times of bad stock market.
Benchmark
No Specified Index
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

-1.01 %

1 Year rank in sector

96/97

Sector

FO Equity - Europe Single Country

Yield
-
Fund size

£ 44.0 m

FE Risk score

141

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Europe
    100%
  • Health Care
    49.2%
  • Technology
    37.5%
  • Property
    31.9%
  • Cyclical Consumer Goods
    25%
  • Energy
    2.8%
  • European Equities
    100%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.27 %0.79 %-1.01 %20.37 %36.91 %
Sector2.71 %7.31 %18.85 %31.45 %66.05 %
Rank within sector78 / 9786 / 9796 / 9764 / 8965 / 83
Quartile th4 th4 th4 th3 rd4 th

Calendar performance

YTD-20172016201520142013
Fund5.46 %-0.62 %21.25 %-8.03 %14.45 %
Sector12.71 %9.63 %9.17 %1.69 %17.53 %
Rank within sector82 / 9669 / 9619 / 9272 / 8562 / 83
Quartile th4 th3 rd1 st4 th3 rd

Risk statistics

Alpha-3.05
Beta0.93
Sharpe0.07
Volatility14.66
Tracking error10.06
Information ratio-0.4
R-Squared0.53

Price movement

52 week high158.9553
52 week low134.313
Current bid price0
Current offer price0
Current mid price147.9746

Holdings by region

  • 100% Europe

Holdings by sector

  • 49.2% Health Care
  • 37.5% Technology
  • 31.9% Property
  • 25% Cyclical Consumer Goods
  • 2.8% Energy
  • -1.5% Consumer Staples
  • -1.9% Basic Materials
  • -4.9% Telecommunications
  • -12.9% Financials
  • -25.2% Industrials

Holdings by asset type

  • 100% European Equities

Individual holdings

  • 7.1% CLX COMMUNICATIONS AB
  • 6.9% KNOW IT
  • 6.6% HEXAGON AB
  • 6.5% MICRO SYSTEMATIONS
  • 6.5% PROACT IT GROUP
  • 6.1% CAPIO AB
  • 5.2% ATTENDO AB
  • 5.2% RECIPHARM AB
  • 5.2% SWEDISH ORPHAN BIOVITRUM AB
  • 5.1% BIOGAIA AG