To achieve capital growth by investing principally in companies worldwide, excluding the United Kingdom.
| Name | % Net Assets |
|---|---|
| Svenska Handelsbanken | 2.6% |
| Amazon.com | 2.5% |
| Pepsico | 2.3% |
| Naspers | 2.3% |
| Nestle | 2.3% |
| Richemont | 2.2% |
| eBay | 2.2% |
| Roche Holding | 2.1% |
| Markel | 1.9% |
| Mastercard | 1.8% |
| Key | % Net Assets |
|---|---|
| 2.6% | |
| 2.5% | |
| 2.3% | |
| 2.3% | |
| 90.3% |
| Date | 20-Aug-2025 |
|---|---|
| NAV | 9,568.00p |
| Currency | GBP |
| Change | -68.00p |
| % | -0.71% |
| YTD change | 509.00p |
| YTD % | 5.62% |
| Fund Inception | 01/07/1980 |
|---|---|
| Fund Manager | Lynn Dewar |
| Minimum Investment | |
|---|---|
| Initial | n/a |
| Additional | n/a |
| Savings | n/a |
| Charges | |
|---|---|
| Initial | n/a |
| Annual Mang't | 1.50% |
| Exit | n/a |
| Name | % |
|---|---|
| Standard deviation | 0.02 |
| Sharpe ratio | -0.03 |
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