Fact sheet: TUTMAN B&CE Contracted Out Pn Schme

Fund information

Fund name
TUTMAN B&CE Contracted Out Pension Scheme
Fund company manager
Thesis Unit Trust Mgmt Ltd
Fund type
UKA
Fund objective
To invest in a range of permitted securities with the aim of providing long-term capital growth. Investments may be made in all geographical areas and economic sectors.
Benchmark
No Specified Index
Investment style
Aggressive
Investment method
Equity,Fixed Interest

Performance snapshot

Quick stats

1 Year return

24.98 %

1 Year rank in sector

1/3

Sector

UT Personal Pensions

Yield

1.3

Fund size

£ 247.2 m

FE Risk score

80

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.03 %10.24 %24.98 %33.93 %70.78 %
Sector0.22 %6.96 %16.5 %24.89 %52.81 %
Rank within sector1 / 31 / 31 / 31 / 31 / 3
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund10.24 %15.46 %4.29 %4.48 %13.85 %
Sector6.29 %13.13 %1.04 %3.97 %13.65 %
Rank within sector1 / 32 / 31 / 32 / 32 / 3
Quartile th th th th th th

Risk statistics

Alpha0.01
Beta1.36
Sharpe0.58
Volatility11.38
Tracking error8.27
Information ratio0.28
R-Squared0.49

Price movement

52 week high423.5
52 week low358.3
Current bid price420.8
Current offer price422.7
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-