To achieve long term capital growth.
Name | % Net Assets |
---|---|
BLACKROCK UK DYNAMIC | 10.0% |
NEWTON UK OPPORTUNITIES | 9.7% |
LIONTRUST FIRST GROWTH | 8.4% |
M&G RECOVERY | 8.3% |
RENSBURG UK SELECT GROWTH TRUST | 8.1% |
STAN LIFE INV UK OPPORTUNITIES | 5.1% |
R&M UK EQUITY UNCONSTRAINED | 4.6% |
ARTEMIS INCOME | 4.5% |
NEPTUNE INCOME | 4.5% |
AXA FRAMLINGTON UK GROWTH | 4.3% |
Key | % Net Assets |
---|---|
BLACKROCK UK DYNAMIC | 10.0% |
NEWTON UK OPPORTUNITIES | 9.7% |
LIONTRUST FIRST GROWTH | 8.4% |
M&G RECOVERY | 8.3% |
Other | 63.6% |
Date | 30-May-2012 |
---|---|
NAV | 247.64p |
Currency | GBP |
Change | 2.98p |
% | 1.22% |
YTD change | 247.64p |
YTD % | n/a |
Fund Inception | 01/06/1992 |
---|---|
Fund Manager | Brian White |
TER | 2.64 (31-May-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.10 |
You are here: research