To provide long term capital growth together with income.
Name | % Net Assets |
---|---|
UBS US Growth Acc B | 8.2% |
Schroder UTL UK Alpha Plus | 7.7% |
Artemis Income | 7.3% |
AXA Framlington UK Select Opportunities | 7.1% |
Invesco Perpetual Income | 6.8% |
Findlay Park American Smaller Companies USD | 5.6% |
Fidelity Special Situations Class A | 5.5% |
Odey Continental European | 5.2% |
GLG Japan CoreAlpha Professional | 4.8% |
Fidelity South East Asia Class A | 4.7% |
Key | % Net Assets |
---|---|
![]() |
8.2% |
![]() |
7.7% |
![]() |
7.3% |
![]() |
7.1% |
![]() |
69.7% |
Date | 11-Mar-2025 |
---|---|
NAV | 222.64p |
Currency | GBP |
Change | -1.90p |
% | -0.85% |
YTD change | -2.07p |
YTD % | -0.92% |
Fund Inception | 24/04/2007 |
---|---|
Fund Manager | n/a |
TER | 1.64 (28-Aug-2011) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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