Fact sheet: Winton US Equity

Fund information

Fund name
Winton US Equity I GBP
Fund company manager
Winton Capital Management Ltd
Fund type
SIB
Fund manager
David Harding
since 01/10/2009
Fund objective
The investment objective of the Fund is to seek to achieve long term investment growth, with a view to outperforming the S&P 500 Net Total Return Index (the “S&P 500 Index”) over a 5 year investment horizon. The S&P 500 Index measures the performance of 500 of the largest (by market capitalisation) US public companies listed on NYSE and/or NASDAQ. The S&P 500 Index represents a broad and diverse group of equities covering approximately 75 per cent of the total market capitalisation of all publicly traded US equities.
Benchmark
S&P 500
Investment style
Active
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

10.25 %

1 Year rank in sector

-

Sector

FO Equity - USA

Yield
-
Fund size

£ 13.6 m

FE Risk score

113

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.9 %-4.49 %10.25 %0 %0 %
Sector2.56 %3.51 %15.6 %21.26 %67.79 %
Rank within sector / / / / /
Quartile th th th th th th

Calendar performance

YTD-20172016201520142013
Fund0.46 %29.35 %0 %0 %0 %
Sector9.85 %8.86 %-1.57 %10.68 %31.81 %
Rank within sector / / / / /
Quartile th th th th th th

Price movement

52 week high131.516
52 week low112.268
Current bid price0
Current offer price0
Current mid price123.419

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-