Fact sheet: Scottish Equitable European Tactica

Fund information

Fund name
Scottish Equitable European Tactica
Fund company manager
Scottish Equitable Intl Funds
Fund type
SIB
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
-
Investment method
-

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

14.66 %

1 Year rank in sector

149/226

Sector

FO Equity - Europe inc UK

Yield
-
Fund size
-
FE Risk score

109

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.64 %3.69 %14.66 %31.47 %64.61 %
Sector2.26 %5.71 %17.07 %33.25 %58.83 %
Rank within sector191 / 237190 / 233149 / 226115 / 20170 / 175
Quartile th4 th4 th3 rd3 rd2 nd

Calendar performance

YTD-20172016201520142013
Fund7.94 %3.7 %8.68 %19.53 %11.02 %
Sector11.83 %-0.56 %11.08 %4.22 %21.06 %
Rank within sector188 / 23147 / 220133 / 2032 / 194172 / 178
Quartile th4 th1 st3 rd1 st4 th

Risk statistics

Alpha-0.62
Beta0.93
Sharpe0.21
Volatility12
Tracking error3.44
Information ratio-0.33
R-Squared0.92

Price movement

52 week high1.0528
52 week low0.9019
Current bid price0
Current offer price0
Current mid price1.0443

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-