GB00BMV92D64
GB00BMV92D64
TEMPLE BAR INVESTMENT TRUST PLC
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Company Profile
Temple Bar Investment Trust PLC is a closed-ended equity mutual fund launched and managed by RWC Asset Management LLP. The fund invests in the public equity markets of the United Kingdom. It seeks to invests in stocks of companies operating across diversified sectors. The fund primarily invests in stocks of companies across all market capitalizations, which are constituents of the FTSE 350 Index. It benchmarks the performance of its portfolio against the FTSE All-Share Index. Temple Bar Investment Trust PLC was formed in 1926 and is domiciled in the United Kingdom.
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Key Metrics & Overview
Detailed metrics & financial data of the company
Company Profile
5
MetricsCountry
Region
Sector
Industry
🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
5Y Volatility
17.5% p.a.
Max Drawdown (5Y)
-22.3%
Sharpe Ratio (5Y)
0.65
Beta Factor
0.56
Size Class
Small Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
Historical Stress Test: Maximum peak-to-trough drawdown of -61.6% in the extended horizon.