The objective is to achieve capital growth.
| Name | % Net Assets |
|---|---|
| Microsoft | 3.7% |
| Bank of New York Mellon | 2.7% |
| Total | 2.5% |
| Eni | 2.3% |
| Novartis | 2.1% |
| InBev | 2.1% |
| DaimlerChrysler | 2.0% |
| ConocoPhillips | 2.0% |
| Bank of America | 2.0% |
| Oracle | 2.0% |
| Key | % Net Assets |
|---|---|
| 3.7% | |
| 2.7% | |
| 2.5% | |
| 2.3% | |
| 88.8% |
| Date | n/a |
|---|---|
| Bid | 0.00 |
| Offer | 0.00 |
| Currency | n/a |
| Change | 0.00 |
| % | n/a |
| YTD change | 0.00 |
| YTD % | n/a |
| Fund Inception | 20/10/1999 |
|---|---|
| Fund Manager | John Reinsberg |
| Minimum Investment | |
|---|---|
| Initial | 2000 |
| Additional | 500 |
| Savings | 75 |
| Charges | |
|---|---|
| Initial | 3.75% |
| Annual Mang't | 1.50% |
| Exit | n/a |
| Name | % |
|---|---|
| Standard deviation | 0.02 |
| Sharpe ratio | -0.01 |
You are here: research