Fact sheet: The TM Lancewood

Fund information

Fund name
The TM Lancewood Acc
Fund company manager
Thesis Unit Trust Mgmt Ltd
Fund type
OIC
Fund objective
-
Benchmark
-
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

33.54 %

1 Year rank in sector

110/243

Sector

UT Global

Yield
-
Fund size

£ 100.6 m

FE Risk score

82

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.36 %10.11 %33.54 %42.93 %91.73 %
Sector3.32 %9.73 %31.05 %43.05 %87.19 %
Rank within sector128 / 256101 / 249110 / 243130 / 221114 / 197
Quartile th2 nd2 nd2 nd3 rd3 rd

Calendar performance

YTD-20172016201520142013
Fund9.81 %21.28 %0.82 %7.39 %25.53 %
Sector9.06 %20.95 %3.38 %6.68 %19.7 %
Rank within sector91 / 249136 / 237185 / 227126 / 21550 / 203
Quartile th2 nd3 rd4 th3 rd1 st

Risk statistics

Alpha1.08
Beta1.42
Sharpe0.94
Volatility9.11
Tracking error4.39
Information ratio0.92
R-Squared0.84

Price movement

52 week high197.6
52 week low147.1
Current bid price0
Current offer price0
Current mid price197.1

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-