Fact sheet: Tilney AE2535

Fund information

Fund name
Tilney AE2535 200 Acc
Fund company manager
Tilney Fund Managers IRL Ltd
Fund type
SIB
Fund manager(s)
Fund objective
The aim of the Fund is to achieve, over the long term, an investment return of capital growth.
Benchmark
-
Investment style
Flexible
Investment method
None

Quick stats

1 Year return

6.99 %

1 Year rank in sector

103/169

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size
-
FE Risk score

44

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.08 %0.79 %6.76 %17.95 %33.4 %
Sector0.57 %2.39 %7.77 %12.51 %24.61 %
Rank within sector142 / 184129 / 178103 / 16939 / 11426 / 83
Quartile th4 th3 rd3 rd2 nd2 nd

Calendar performance

YTD-20172016201520142013
Fund5.3 %9.5 %1.2 %7.78 %5.83 %
Sector7.49 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector107 / 17028 / 14154 / 11827 / 9955 / 85
Quartile th3 rd1 st2 nd2 nd3 rd

Risk statistics

Alpha2.16
Beta0.87
Sharpe0.3
Volatility5.39
Tracking error3.55
Information ratio0.47
R-Squared0.58

Price movement

52 week high1.596
52 week low1.4831
Current bid price0
Current offer price0
Current mid price1.5833

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-