Fact sheet: Tilney AE2535

Fund information

Fund name
Tilney AE2535 200 Acc
Fund company manager
Tilney Fund Managers IRL Ltd
Fund type
SIB
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

4.25 %

1 Year rank in sector

94/161

Sector

FO Mixed Asset - Flexible

Yield
-
Fund size
-
FE Risk score

43

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.21 %2.59 %4.25 %20.8 %34.95 %
Sector0.48 %2.97 %5.26 %11 %23.16 %
Rank within sector32 / 18089 / 17194 / 16123 / 10418 / 75
Quartile th1 st3 rd3 rd1 st1 st

Calendar performance

YTD-20172016201520142013
Fund4.46 %9.5 %1.2 %7.78 %5.83 %
Sector5.21 %3.43 %-0.06 %4.97 %6.79 %
Rank within sector90 / 17129 / 13948 / 11424 / 9549 / 81
Quartile th3 rd1 st2 nd2 nd3 rd

Risk statistics

Alpha3.58
Beta0.91
Sharpe0.55
Volatility5.57
Tracking error3.47
Information ratio0.92
R-Squared0.62

Price movement

52 week high1.574
52 week low1.4616
Current bid price0
Current offer price0
Current mid price1.5707

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-