The investment objective of the trust is to provide investors with long-term capital growth.
| Name | % Net Assets |
|---|---|
| Old Mutual UK Slct Sm Cos (onshore) | 8.1% |
| Rensburg UK Select Growth | 7.3% |
| Jupiter Global Financials L class | 6.7% |
| Artemis European Growth Acc | 6.4% |
| New Star European Growth | 5.4% |
| Jupiter Emerging Select | 5.2% |
| Saracen Growth Beta Acc | 4.6% |
| SGAM Japan CoreAlpha Prof Acc | 4.0% |
| Comgest Growth Emerging Markets A Class USD | 4.0% |
| Artemis Capital | 4.0% |
| Key | % Net Assets |
|---|---|
| 8.1% | |
| 7.3% | |
| 6.7% | |
| 6.4% | |
| 71.5% |
| Date | 19-Aug-2025 |
|---|---|
| NAV | 565.17p |
| Currency | GBP |
| Change | 0.000p |
| % | n/a |
| YTD change | 25.44p |
| YTD % | 4.71% |
| Fund Inception | 03/04/2001 |
|---|---|
| Fund Manager | Lee Gardhouse |
| Minimum Investment | |
|---|---|
| Initial | £1000 |
| Additional | n/a |
| Savings | n/a |
| Charges | |
|---|---|
| Initial | 5.00% |
| Annual Mang't | 1.00% |
| Exit | n/a |
| Name | % |
|---|---|
| Standard deviation | 0.02 |
| Sharpe ratio | 0.08 |
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