The Fund aims to provide above average long-term capital growth through a concentrated portfolio of actively managed equities. Holdings will vary between larger and smaller companies and may include investments in smaller markets.
Name | % Net Assets |
---|---|
Soc Generale | 3.5% |
Alleanza Assicuraz | 3.5% |
Advanced Digital Bro | 3.4% |
Svenska Handel A Shs | 3.4% |
F Secure | 3.3% |
BNP Paribas | 3.2% |
Allianz SE | 3.2% |
Telefonica SA | 3.0% |
Hellenic Exchanges | 2.9% |
Oest Elektrizitats | 2.9% |
Key | % Net Assets |
---|---|
Soc Generale | 3.5% |
Alleanza Assicuraz | 3.5% |
Advanced Digital Bro | 3.4% |
Svenska Handel A Shs | 3.4% |
Other | 86.2% |
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 | 01/10/2001 |
---|---|
Fund Manager | Peter Jarvis |
TER | - |
Minimum Investment | |
---|---|
Initial | 50000000 |
Additional | 250,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.15 |
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