Fact sheet: The Cranmer Investment

Fund information

Fund name
The Cranmer Investment
Fund company manager
TUTMAN LLP
Fund type
OEIC
Fund manager(s)
Fund objective
The investment objective of this fund is to provide long term capital and income growth from a global portfolio of equities, bonds and collective investment schemes. There may be occasions when the Investment Manager chooses to hold a high level of cash or money market instruments.
Benchmark
FTSE All Share TR
Investment style
Balanced
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.32 %

1 Year rank in sector

257/277

Sector

UT Mixed Investment 40-85% Shares

Yield

1.01

Fund size

£ 16.4 m

FE Risk score

50

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund1.95 %2.79 %5.32 %23.02 %40.47 %
Sector2.59 %5.7 %9.63 %34.01 %51.63 %
Rank within sector235 / 286267 / 284257 / 277227 / 239185 / 212
Quartile th4 th4 th4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund4.78 %10.07 %0.99 %2.22 %14.97 %
Sector8.78 %13.29 %2.25 %4.96 %13.5 %
Rank within sector259 / 278216 / 265183 / 241217 / 23299 / 219
Quartile th4 th4 th4 th4 th2 nd

Risk statistics

Alpha-0.96
Beta0.91
Sharpe0.37
Volatility6
Tracking error2.65
Information ratio-0.59
R-Squared0.81

Price movement

52 week high2094
52 week low1989.41
Current bid price0
Current offer price0
Current mid price2094

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-