Fact sheet: TM Opus

Fund information

Fund name
TM Opus A
Fund company manager
TUTMAN LLP
Fund type
OIC
Fund objective
The objective of the fund is to preserve capital over the long term and to increase the overall return by the generation of some income. The fund will principally invest in collective investment schemes, in addition to equities (both UK and overseas), fixed interest and index linked bonds, cash, property, private equity, venture capital and hedge funds.
Benchmark
-
Investment style
Flexible
Investment method
None

Performance snapshot

Quick stats

1 Year return

25.23 %

1 Year rank in sector

80/244

Sector

UT Flexible Investment

Yield

1.3

Fund size

£ 52.0 m

FE Risk score

58

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.08 %9.04 %25.23 %32.81 %0 %
Sector1.92 %7.28 %20.77 %26.8 %56.99 %
Rank within sector42 / 26277 / 24780 / 24473 / 198 /
Quartile th1 st2 nd2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund8.19 %19.81 %0.63 %4.24 %5.94 %
Sector6.68 %12.84 %2.01 %4.85 %14.08 %
Rank within sector81 / 24741 / 234155 / 212132 / 190164 / 180
Quartile th2 nd1 st3 rd3 rd4 th

Risk statistics

Alpha-0.06
Beta1.22
Sharpe0.76
Volatility7.52
Tracking error2.63
Information ratio0.56
R-Squared0.9

Price movement

52 week high139
52 week low116.4
Current bid price0
Current offer price0
Current mid price139

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-