Tutman Stonehage Fleming Opportunities B Inc NAV

IMA Sector:

UK All Companies

ISIN:

GB0032211103

Fund Type:

OEIC

1,214.00p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 25-Apr-2025
  • Change: 6.00p
  • Change %: 0.50%
  • Currency: GBP
  • YTD change: -144.00p
  • YTD %: -10.60%

Fund Objective

To achieve long term capital growth.

View on Past Performance

In March,the UK stock market generally followed the direction of the US,which sold off heavily due to the collapse of Bear Stearns and a further wave of mixed economic data.

Future Expectations

Looking forward,we feel reassured as the UK stock market is trading near to its lows in term of earnings valuations.There appears to be signs that active investors are returning to the stock market.Sentiment would be helped by an increase in takeover activity and by further declines in interest rates.

Fund Details

Latest Price 1,214.00p IMA Sector UK All Companies
Currency British Pound Launch Date 15/05/1988
Fund Size n/a Fund Manager Paul Mumford
ISIN GB0032211103 Dividend 4.67p

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

 

Price Info

Date 25-Apr-2025
NAV 1,214.00p
Currency GBP
Change 6.00p
% 0.50%
YTD change -144.00p
YTD % -10.60%

Fund Facts

Fund Inception 15/05/1988
Fund Manager Paul Mumford
TER 0.83 (15-Nov-2011)

Fund Reports

Minimum Investment
Initial £2500
Additional £5,000
Savings n/a
Charges
Initial 5.00%
Annual Mang't 0.75%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.09

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