Sector Factsheets

We also have created sector factsheets which provide a summary of sector performance and breakdown as well as listing the current constituent holdings.

• Summary
• Performance
• Holdings
• Breakdown
• Historical Breakdown (not available for all universes)

You can also create a PDF of each sector factsheet.

Summary

The summary page shows information like:

• Introduction
• Quick Stats (number of constituent funds, total number of fund providers, etc)
• Top and Bottom Performing Funds
• Most and Least Volatile Funds

Performance

The performance page shows information like:

• A 5 year performance chart of the sector
• Cumulative and Discrete performance table of the sector
• Rolling Monthly Volatility chart of the sector
• Top funds by fund size and Sharpe ratio

Members

The members page shows all the sector members in a table with information like:

• FE Risk Score (where applicable)
• FE Alpha Manager Rating (where applicable)
• FE Crown Rating
• 6 month, 1 year, 3 year and 5 year performance
• 1 and 3 year volatility

Note: You can directly link to the Fund Manager Factsheet of these funds that have an Alpha Rated manager by clicking on the alpha logo.

Breakdown

The breakdown page shows information like:

• Sector Weightings
• Region Weightings
• Asset Weightings

 

Historical Breakdown

The historical breakdown page shows how the sector, region and asset weightings have changed over time.

Note: The historical breakdown page is not available for all universes.