Fact sheet: SrPtfSICVSlEqLg/ShUCIT

Fund information

Fund name
Serviced Platform SICAV Select Equity Long/Short UCITS I Hedged GBP
Fund company manager
FundRock Management Company S.
Fund type
SIB
Fund manager(s)
Fund objective
The investment objective (the “Investment Objective”) of the Sub-Fund is to achieve maximum total return through investing primarily in publicly traded equity securities (or equity based derivatives) of United States issuers. The investment horizon is long term, though opportunistic shorter term investments, as discussed below, are contemplated.
Benchmark
No Specified Index
Investment style
Growth
Investment method
Shares

Quick stats

1 Year return

13.36 %

1 Year rank in sector

160/209

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

70

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.5 %5.1 %13.36 %0 %0 %
Sector3.65 %10.87 %19.16 %34.99 %80.67 %
Rank within sector187 / 219201 / 218160 / 209 / /
Quartile th4 th4 th4 th th th

Calendar performance

YTD-20182017201620152014
Fund1.82 %11.2 %0.13 %0 %0 %
Sector3.53 %16.78 %8.86 %-1.57 %10.68 %
Rank within sector198 / 219162 / 209168 / 193 / /
Quartile th4 th4 th4 th th th

Price movement

52 week high110.7843
52 week low96.6304
Current bid price0
Current offer price0
Current mid price110.7843

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-