Fact sheet: Sydinvest USA

Fund information

Fund name
Sydinvest USA
Fund company manager
Sydinvest
Fund type
SIB
Fund manager(s)
Fund objective
-
Benchmark
-
Investment style
-
Investment method
Shares

Quick stats

1 Year return

10.59 %

1 Year rank in sector

182/205

Sector

FO Equity - USA

Yield
-
Fund size
-
FE Risk score

116

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.84 %-1.75 %10.59 %43.85 %98.4 %
Sector2.41 %8.08 %17.63 %32.81 %74.17 %
Rank within sector33 / 216207 / 212182 / 20542 / 17427 / 145
Quartile th1 st4 th4 th1 st1 st

Calendar performance

YTD-20172016201520142013
Fund-1.32 %13.66 %11.49 %26.61 %27.23 %
Sector12.47 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector205 / 20855 / 19313 / 1776 / 165125 / 147
Quartile th4 th2 nd1 st1 st4 th

Risk statistics

Alpha4.53
Beta0.83
Sharpe0.51
Volatility13.84
Tracking error10.82
Information ratio0.25
R-Squared0.4

Price movement

52 week high45.43
52 week low35.4
Current bid price0
Current offer price0
Current mid price38.14

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-