LSE - Delayed Quote GBp
TM Credit Suisse Growth Fund B Inc (0P00016M19.L)
143.50
0.00
(0.00%)
At close: August 18 at 9:00:00 PM GMT+1
Fund Summary
The investment objective of the Fund is to achieve growth in capital and income over the longer term. To achieve its investment objective the Fund will invest in a broad range of asset classes, primarily in a portfolio of equities (comprising 45% to 75% of the portfolio) in companies in any economic or industrial sector across the globe, together with units in collective investment schemes and government and corporate bonds in any economic or industrial sector across the globe with the aim of benefitting from portfolio diversification over the lifetime of the Fund. The Fund may, at the Investment Adviserâs discretion, also invest in other transferable securities, money market instruments, deposits, warrants, cash and near cash.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.28% |
| Worst 1Y Total Return | -8.85% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00016M19.L | Category Average | 0P00016M19.L | Category Average | 0P00016M19.L | Category Average | |
| Alpha | -1.93 | -0.02 | -2.41 | -0.01 | -- | -0.01 |
| BETA | 1.19 | 0.01 | 1.15 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.56 | 0 | 0.6 | 0 | -- | 0 |
| R-squared | 92.81 | 0.79 | 91.42 | 0.84 | -- | 0.81 |
| Standard Deviation | 12.92 | 0.09 | 10.6 | 0.11 | -- | 0.09 |
| Sharpe Ratio | 0.48 | 0 | 0.64 | 0 | -- | 0.01 |
| Treynor Ratio | 4.68 | -0 | 5.55 | 0.03 | -- | 0.05 |
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