The investment objective of the fund is to provide long term total returns with an emphasis upon capital preservation.
Name | % Net Assets |
---|---|
MERRILL LYNCH GOLD & GENERAL | 10.5% |
FIRST STATE GLOBAL EMERGING MARKETS B | 10.0% |
MARTIN CURRIE UK GROWTH B | 7.4% |
ODEY CONTINENTAL EUROPEAN ACC | 6.9% |
CF MORANT WRIGHT JAPAN B ACC | 6.7% |
STANDARD LIFE (DUB) STERLING LIQUIDITY INST | 6.3% |
POLAR CAPITAL JAPAN GBP | 5.8% |
LIONTRUST FIRST INCOME | 5.0% |
INVESTEC GSF GLOBAL ENERGY A INC | 5.0% |
SARACEN GROWTH BETA ACC | 4.4% |
Key | % Net Assets |
---|---|
MERRILL LYNCH GOLD & GENERAL | 10.5% |
FIRST STATE GLOBAL EMERGING MARKETS B | 10.0% |
MARTIN CURRIE UK GROWTH B | 7.4% |
ODEY CONTINENTAL EUROPEAN ACC | 6.9% |
Other | 65.2% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 24/06/2002 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.06 |
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