Fact sheet: The Buckingham

Fund information

Fund name
The Buckingham
Fund company manager
S&W Fund Administration Ltd
Fund type
OIC
Fund objective
To provide long term growth of capital from a globally diversified portfolio of equities, bonds, collective investment schemes, cash and other investments to the extent that each is permitted by the regulations. There may be occasions where the focus is on certain geographical areas or sectors. The portfolio may from time to time hold a high proportion of cash (which may include currencies other than sterling) or money market instruments.
Benchmark
No Specified Index
Investment style
Aggressive
Investment method
None

Quick stats

1 Year return

18.79 %

1 Year rank in sector

165/268

Sector

UT Mixed Investment 40-85% Shares

Yield

0.961

Fund size

£ 26.0 m

FE Risk score

66

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.79 %9.35 %18.79 %20.1 %38.31 %
Sector1.85 %8.32 %19.5 %27.34 %57.92 %
Rank within sector140 / 28298 / 275165 / 268219 / 241199 / 208
Quartile th2 nd2 nd3 rd4 th4 th

Calendar performance

YTD-20172016201520142013
Fund6.49 %10.19 %0.99 %3.35 %9.81 %
Sector5.49 %13.29 %2.25 %4.96 %13.5 %
Rank within sector85 / 276209 / 260190 / 246206 / 237192 / 222
Quartile th2 nd4 th4 th4 th4 th

Risk statistics

Alpha-1.54
Beta1.04
Sharpe0.39
Volatility6.55
Tracking error2.44
Information ratio-0.52
R-Squared0.86

Price movement

52 week high1823
52 week low1552
Current bid price0
Current offer price0
Current mid price1823

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-