Fact sheet: The First Meridian Cautious Bal $

Fund information

Fund name
The First Meridian Cautious Balanced USD
Fund company manager
Guernsey Investment Management
Fund type
SIB
Fund objective
First Meridian Cautious Balanced Fund aims to preserve capital value whilst achieving a consistent total return.
Benchmark
MSCI World
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

5.76 %

1 Year rank in sector

92/167

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size

£ 6.4 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.28 %3.18 %5.76 %0 %0 %
Sector0.85 %2.67 %6.27 %9.76 %23.08 %
Rank within sector79 / 18280 / 17492 / 167 / /
Quartile th2 nd2 nd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund6.98 %0 %0 %0 %0 %
Sector5.63 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector59 / 173 / / / /
Quartile th2 nd th th th th

Price movement

52 week high1.0625
52 week low0.9884
Current bid price0
Current offer price0
Current mid price1.0643

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-