To achieve long term capital growth in excess of the performance achieved by the FTSE World Index(ex- UK) by investment in overseas investment markets.
Name | % Net Assets |
---|---|
UBS US EQUITY | 8.4% |
LEGG MASON US EQUITY | 8.2% |
FRANK TEMP FRK MUT SHARE | 7.7% |
HSBC AMERICAN GROWTH | 7.5% |
ARTEMIS EUROPEAN GROWTH | 7.0% |
M&G AMERICAN | 5.7% |
INVESTEC AMERICAN | 4.9% |
ISHARES TRUST S&P500 IDX FD | 4.9% |
MARTIN CURRIE NORTH AMERICAN | 4.7% |
LINCOLN FAR EAST | 4.6% |
Key | % Net Assets |
---|---|
UBS US EQUITY | 8.4% |
LEGG MASON US EQUITY | 8.2% |
FRANK TEMP FRK MUT SHARE | 7.7% |
HSBC AMERICAN GROWTH | 7.5% |
Other | 68.2% |
Date | 25-Mar-2011 |
---|---|
NAV | 166.49p |
Currency | GBP |
Change | 3.13p |
% | 1.92% |
YTD change | 166.49p |
YTD % | n/a |
Fund Inception | n/a |
---|---|
Fund Manager | Dan Kemp MSI FSFA CFP |
TER | 3.48 |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.90% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.04 |
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