Funds by Carvetian Capital Mgt Ltd

Fund & Sector
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
Carvetian The Lowesby Growth
UT UK Equity & Bond Income
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1.9%
24 / 27
12%
2 / 27
29.6%
12 / 24
63.8%
4 / 22
0.83%
The Benton Investment
UT Flexible Investment
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2.9%
99 / 270
11.6%
89 / 246
33.7%
96 / 213
53.9%
92 / 183
0.85%
The Hendom
UT Mixed Investment 40-85% Shares
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1.7%
244 / 293
11.3%
71 / 281
29.3%
137 / 241
47.8%
140 / 220
1.43%
Carvetian The Lowesby Balanced
UT UK Equity & Bond Income
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2.4%
16 / 27
11%
4 / 27
27.4%
15 / 24
46.1%
15 / 22
0.54%
Carvetian The New Shoots
UT UK Equity & Bond Income
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2%
22 / 27
9.7%
12 / 27
24.8%
17 / 24
37.8%
21 / 22
1.03%
Carvetian Capital
UT Flexible Investment
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3.6%
40 / 270
9.1%
142 / 246
17.3%
187 / 213
48.4%
111 / 183
0.62%
Carvetian Edenbeg
UT Mixed Investment 40-85% Shares
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2.6%
115 / 293
9%
162 / 281
26.6%
168 / 241
45.6%
158 / 220
0.94%
Carvetian Andromeda Growth
UT Mixed Investment 40-85% Shares
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2.7%
111 / 293
8.8%
177 / 281
31.8%
96 / 241
51.9%
117 / 220
1.19%
Carvetian Marten
UT Flexible Investment
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2.1%
187 / 270
7.7%
164 / 246
30.1%
120 / 213
42.1%
135 / 183
1.47%
Carvetian Havenrock
UT Mixed Investment 40-85% Shares
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0.7%
291 / 293
7.2%
229 / 281
19.1%
222 / 241
35.2%
208 / 220
0.99%
Carvetian Freesia
UT Flexible Investment
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1.7%
215 / 270
7.1%
173 / 246
37.3%
70 / 213
75.7%
27 / 183
0.93%
Carvetian Aetos
UT Mixed Investment 40-85% Shares
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3%
61 / 293
7.1%
231 / 281
24.7%
191 / 241
43.8%
170 / 220
0.7%
Carvetian The Shakespeare Head
UT Flexible Investment
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3.3%
61 / 270
7%
178 / 246
23.6%
155 / 213
54.2%
90 / 183
0.82%
Carvetian Merrijig
UT Global
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2.4%
202 / 270
6.6%
227 / 249
29%
209 / 223
46.3%
191 / 200
0.65%
Carvetian Nineteen Eighty Nine
UT UK Equity & Bond Income
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2.5%
12 / 27
6.4%
23 / 27
16.9%
23 / 24
41.8%
18 / 22
0.82%
Carvetian Generation
UT Flexible Investment
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3%
93 / 270
6.1%
195 / 246
17.7%
183 / 213
42.8%
133 / 183
0.68%
Carvetian The Wyke
UT Flexible Investment
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2.2%
179 / 270
6%
198 / 246
23.3%
157 / 213
-
-
1.14%
CCM Knox Global Balanced
UT Mixed Investment 20-60% Shares
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1.5%
124 / 212
6%
113 / 203
-
-
-
-
2.05%
Carvetian Phase Investment
UT Global
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2.9%
154 / 270
6%
235 / 249
24.3%
215 / 223
51.8%
183 / 200
0.87%
Carvetian Stair House
UT UK Equity & Bond Income
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2%
23 / 27
5.8%
26 / 27
11.2%
24 / 24
29.6%
22 / 22
0.88%
Carvetian Los Palomas
UT Flexible Investment
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1.3%
237 / 270
5.6%
205 / 246
19.5%
171 / 213
-
-
1.49%
Carvetian Marley Investment
UT Mixed Investment 40-85% Shares
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1.8%
228 / 293
5.5%
254 / 281
15.4%
234 / 241
36.2%
205 / 220
1.12%
Carvetian Lundy
UT Mixed Investment 20-60% Shares
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1.5%
126 / 212
5.1%
156 / 203
16.1%
142 / 178
36.3%
91 / 153
1.08%
Carvetian The Aspen
UT Mixed Investment 20-60% Shares
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1.7%
95 / 212
4.6%
169 / 203
23.7%
55 / 178
45.1%
29 / 153
1.11%
Carvetian Andromeda Income
UT Mixed Investment 40-85% Shares
View Factsheet
1.8%
230 / 293
4.2%
268 / 281
18.9%
223 / 241
32%
215 / 220
1.23%
The Broadreach
UT Flexible Investment
View Factsheet
1%
252 / 270
4.2%
221 / 246
-
-
-
-
1.5%
Carvetian The Walnut
UT Mixed Investment 20-60% Shares
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2.2%
22 / 212
3.8%
187 / 203
16.6%
137 / 178
38.3%
74 / 153
1.13%
Carvetian Juno
UT Mixed Investment 40-85% Shares
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2.8%
89 / 293
2.4%
277 / 281
9.1%
239 / 241
34.9%
212 / 220
0.68%
Carvetian Savanna
UT Mixed Investment 40-85% Shares
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2.7%
108 / 293
2.4%
278 / 281
8.1%
241 / 241
36.8%
201 / 220
1.02%
Carvetian Welldry
UT Flexible Investment
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2.2%
171 / 270
1.4%
241 / 246
12.6%
201 / 213
33%
161 / 183
0.79%
Carvetian Fenix Balanced
UT Mixed Investment 40-85% Shares
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2.9%
74 / 293
1.3%
280 / 281
8.9%
240 / 241
34.9%
211 / 220
0.75%
Carvetian LT Growth
UT Global
View Factsheet
2.3%
214 / 270
-
-
-
-
-
-
1.5%
Data provided by

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