To achieve a positive absolute return.
| Name | % Net Assets |
|---|---|
| JZ Equity | 10.6% |
| JP Morgan Private Equity | 9.8% |
| M&G Equity | 7.0% |
| Utilico Finance | 6.9% |
| Jupiter Second Enhanced | 5.1% |
| SR Europe | 3.2% |
| Cayenne | 2.8% |
| New Star Private Equity | 2.8% |
| Renewable Energy Generation | 2.6% |
| Promethean | 2.5% |
| Key | % Net Assets |
|---|---|
| 10.6% | |
| 9.8% | |
| 7.0% | |
| 6.9% | |
| 65.7% |
| Date | 20-Aug-2025 |
|---|---|
| NAV | 199.70p |
| Currency | GBP |
| Change | 0.40p |
| % | 0.20% |
| YTD change | 6.10p |
| YTD % | 3.15% |
| Fund Inception | 01/05/1991 |
|---|---|
| Fund Manager | Paul Craig |
| Minimum Investment | |
|---|---|
| Initial | £1000 |
| Additional | n/a |
| Savings | £100 |
| Charges | |
|---|---|
| Initial | 5.00% |
| Annual Mang't | 0.60% |
| Exit | n/a |
| Name | % |
|---|---|
| No risk data available. | |
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