The primary investment objective is to maximise the total return from capital and net income combined.
Name | % Net Assets |
---|---|
BANCO SANTANDER | 4.1% |
ROCHE | 4.1% |
NESTLE | 3.6% |
TELEFONICA | 3.6% |
CREDIT SUISSE GROUP | 3.5% |
BNP PARIBAS | 2.7% |
HENNES AND MAURITZ | 2.4% |
ANHEUSER-BUSCH INBEV | 2.3% |
SAP | 2.1% |
NOKIA OYJ | 2.1% |
Key | % Net Assets |
---|---|
BANCO SANTANDER | 4.1% |
ROCHE | 4.1% |
NESTLE | 3.6% |
TELEFONICA | 3.6% |
Other | 84.6% |
Date | 03-Feb-2017 |
---|---|
NAV | 324.72p |
Currency | GBP |
Change | 0.010p |
% | n/a |
YTD change | 324.72p |
YTD % | n/a |
Fund Inception | 12/08/1985 |
---|---|
Fund Manager | Stuart Fraser |
TER | 0.93 (31-Jan-2012) |
Minimum Investment | |
---|---|
Initial | £250000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.50% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.09 |
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