Fact sheet: SphereInvest Gbl Cr Strat

Fund information

Fund name
SphereInvest Global Credit Strategies A
Fund company manager
SphereInvest Group
Fund type
SIB
Fund manager(s)
Joseph Strubel
since 01/04/2010
Fund objective
The Investment objective of the SphereInvest Global Credit Strategies Fund is to achieve consistent risk-adjusted returns by investing in a diversified portfolio of global corporate bonds.
Benchmark
-
Investment style
Total Return
Investment method
Fixed Interest

Quick stats

1 Year return

5.9 %

1 Year rank in sector

31/308

Sector

FO Fixed Int - Global

Yield
-
Fund size
-
FE Risk score

82

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.24 %3.24 %5.9 %16.63 %30.99 %
Sector0.15 %1.7 %1.9 %6.27 %9.28 %
Rank within sector155 / 34576 / 33131 / 30818 / 252 /
Quartile th2 nd1 st1 st1 st th

Calendar performance

YTD-20172016201520142013
Fund5.58 %6.93 %2.71 %5.76 %0 %
Sector3.52 %4.59 %-1.64 %3.66 %-1.56 %
Rank within sector86 / 31756 / 28525 / 25680 / 219 /
Quartile th2 nd1 st1 st2 nd th

Risk statistics

Alpha3.2
Beta0.74
Sharpe0.37
Volatility3.29
Tracking error2.73
Information ratio0.96
R-Squared0.35

Price movement

52 week high128.972
52 week low120.4567
Current bid price0
Current offer price0
Current mid price128.972

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-