Fact sheet: Thesis Palm

Fund information

Fund name
Thesis Palm Inc
Fund company manager
Thesis Unit Trust Mgmt Ltd
Fund type
UKA
Fund manager(s)
Fund objective
The Investment Objective of the Scheme is to obtain capital growth from a diversified portfolio of investments. The investment policy is to invest in a spread of investments through investing in any country and any economic sector.
Benchmark
-
Investment style
Flexible
Investment method
None

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

11.67 %

1 Year rank in sector

84/240

Sector

UT Flexible Investment

Yield

0.6

Fund size

£ 18.1 m

FE Risk score

82

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund2.11 %7.76 %11.67 %45.81 %64.59 %
Sector2.54 %5.87 %9.59 %33.72 %50.92 %
Rank within sector177 / 26979 / 25484 / 24052 / 20664 / 174
Quartile th3 rd2 nd2 nd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund11.67 %19.84 %1.64 %9.58 %8.86 %
Sector8.72 %12.84 %2.01 %4.85 %14.08 %
Rank within sector68 / 24134 / 227124 / 2146 / 192149 / 181
Quartile th2 nd1 st3 rd1 st4 th

Risk statistics

Alpha-1.43
Beta1.7
Sharpe0.7
Volatility10.69
Tracking error5.49
Information ratio0.61
R-Squared0.88

Price movement

52 week high169.4
52 week low145.8
Current bid price169.4
Current offer price178.3
Current mid price0

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-