Fact sheet: TM The Beamish

Fund information

Fund name
TM The Beamish Inc
Fund company manager
TUTMAN LLP
Fund type
OEIC
Fund objective
To maximize the overall return through investment in some or all sectors, including money market, in some or all world markets, including the UK. The ACD's investment policy will be to invest in securities, bonds, collective investment schemes, warrants, money markets instruments, cash deposits and other permitted investments that can best take advantage of economic opportunities worldwide.
Benchmark
No Specified Index
Investment style
Cautious
Investment method
None

Performance snapshot

Quick stats

1 Year return

9.12 %

1 Year rank in sector

3/81

Sector

UT Mixed Investment 0-35% Shares

Yield
-
Fund size

£ 40.2 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.74 %1.39 %9.12 %8.96 %10.77 %
Sector-0.73 %1 %4.02 %14.08 %24.64 %
Rank within sector83 / 8733 / 843 / 8155 / 5645 / 45
Quartile th4 th2 nd1 st4 th4 th

Calendar performance

YTD-20172016201520142013
Fund5.42 %6.59 %-2.21 %0.91 %1.41 %
Sector3.05 %8.37 %0.26 %5.2 %4.2 %
Rank within sector9 / 8253 / 7257 / 5753 / 5444 / 49
Quartile th1 st3 rd4 th4 th4 th

Risk statistics

Alpha-2.53
Beta0.87
Sharpe0.05
Volatility5.98
Tracking error3.18
Information ratio-1.08
R-Squared0.73

Price movement

52 week high127.1
52 week low115.4
Current bid price0
Current offer price0
Current mid price124.4

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-