Key | % Net Assets |
---|---|
![]() |
8.5% |
![]() |
4.6% |
![]() |
4.3% |
![]() |
4.1% |
![]() |
78.5% |
Name | % Net Assets |
---|---|
Apple | 8.5% |
eBay | 4.6% |
Home Depot | 4.3% |
Progressive Corporation | 4.1% |
Bed Bath & Beyond | 3.9% |
O'Reilly Automotive | 3.6% |
F5 Networks | 3.5% |
Walgreen | 3.4% |
Brown Forman Corp | 3.4% |
Monsanto | 3.4% |
No asset data available.
Date | 25-Apr-2025 |
---|---|
NAV | 1,450.00p |
Currency | GBP |
Change | 57.00p |
% | 4.09% |
YTD change | -241.00p |
YTD % | -14.25% |
Fund Inception | 31/07/1997 |
---|---|
Fund Manager | Mick Brewis |
TER | 0.69 (30-Jun-2014) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.65% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.11 |
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