Fact sheet: Tobam Anti Benchmark Gbl Eq

Fund information

Fund name
Tobam Anti Benchmark Global Equity A EUR
Fund company manager
Tobam
Fund type
SIB
Fund manager(s)
Team-managed
since 30/01/2007
Fund objective
The fund's primary investment objective is to seek performance correlated primarily to the international equity markets by using the Management Company's investment process to select financial instruments.
Benchmark
MSCI Daily TR Net World EUR
Investment style
-
Investment method
Shares

Quick stats

1 Year return

3.58 %

1 Year rank in sector

460/476

Sector

FO Equity - International

Yield
-
Fund size

K

FE Risk score

100

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund2.05 %-1.8 %3.58 %21.03 %59.11 %
Sector2.42 %8.34 %16.13 %32.48 %60.31 %
Rank within sector269 / 503487 / 498460 / 476336 / 381174 / 294
Quartile th3 rd4 th4 th4 th3 rd

Calendar performance

YTD-20172016201520142013
Fund0.9 %5.41 %2.88 %19.43 %23.31 %
Sector13.46 %7.94 %0.71 %5.96 %21.26 %
Rank within sector473 / 489261 / 444166 / 39629 / 347138 / 305
Quartile th4 th3 rd2 nd1 st2 nd

Risk statistics

Alpha-1.78
Beta0.92
Sharpe0.11
Volatility10.75
Tracking error6.71
Information ratio-0.37
R-Squared0.61

Price movement

52 week high14938.86
52 week low13275.3
Current bid price0
Current offer price0
Current mid price14392.28

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-