Capital appreciation.
Name | % Net Assets |
---|---|
JOHCM UK Opportunities Fund | 19.1% |
Investec UK | 18.0% |
Artemis UK | 16.9% |
iShares PLC FTSE100 | 16.8% |
Schroder UK | 14.2% |
Majedie Asset UK | 9.0% |
Alken European Opportunities | 5.6% |
Jupiter Financial | 4.5% |
Jupiter Financial | 4.1% |
Key | % Net Assets |
---|---|
JOHCM UK Opportunities Fund | 19.1% |
Investec UK | 18.0% |
Artemis UK | 16.9% |
iShares PLC FTSE100 | 16.8% |
Other | 29.2% |
Date | 28-Dec-2017 |
---|---|
NAV | 238.89p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 238.89p |
YTD % | n/a |
Fund Inception | 18/05/1999 |
---|---|
Fund Manager | David Smith / Matt Gibson |
TER | 1.12 (31-Dec-2010) |
Minimum Investment | |
---|---|
Initial | £3000 |
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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