Fact sheet: The Broadreach

Fund information

Fund name
The Broadreach
Fund company manager
Carvetian Capital Mgt Ltd
Fund type
OEIC
Fund manager
Goldman Sachs International
since 03/01/2017
Fund objective
The primary investment objective of the Company is long-term capital appreciation rather than the generation of current income.
Benchmark
-
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

-

1 Year rank in sector

-

Sector

UT Flexible Investment

Yield
-
Fund size

£ 13.4 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.3 %1.7 %0 %0 %0 %
Sector-1.03 %1.3 %10.87 %23.65 %48.1 %
Rank within sector30 / 26490 / 252 / / /
Quartile th1 st2 nd th th th

Calendar performance

YTD-20172016201520142013
Fund0 %0 %0 %0 %0 %
Sector5.83 %12.84 %2.01 %4.85 %14.08 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high101.6
52 week low99.6
Current bid price0
Current offer price0
Current mid price101.6

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-