Fact sheet: TM Opus

Fund information

Fund name
TM Opus A
Fund company manager
TUTMAN LLP
Fund type
OEIC
Fund manager(s)
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

8.81 %

1 Year rank in sector

146/240

Sector

UT Flexible Investment

Yield

1.3

Fund size

£ 51.7 m

FE Risk score

60

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.45 %5.01 %8.81 %34.8 %43.91 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector219 / 269154 / 254146 / 240112 / 206129 / 174
Quartile th4 th3 rd3 rd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund8.59 %19.81 %0.63 %4.24 %5.94 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector133 / 24136 / 227158 / 214133 / 192165 / 181
Quartile th3 rd1 st3 rd3 rd4 th

Risk statistics

Alpha-0.17
Beta1.22
Sharpe0.71
Volatility7.58
Tracking error2.64
Information ratio0.52
R-Squared0.91

Price movement

52 week high139.5
52 week low124.1
Current bid price0
Current offer price0
Current mid price139.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-