To maximise the total return from capital and net income combined, by investing in larger overseas companies.
Name | % Net Assets |
---|---|
Exxon Mobil Corp | 1.8% |
Microsoft | 1.6% |
General Elec co | 1.5% |
Citigroup | 1.5% |
Vodafone Group | 1.4% |
Bank of America Corp | 1.3% |
BP | 1.2% |
Total | 1.2% |
HSBC Hldgs | 1.1% |
United Technologies | 1.0% |
Key | % Net Assets |
---|---|
Exxon Mobil Corp | 1.8% |
Microsoft | 1.6% |
General Elec co | 1.5% |
Citigroup | 1.5% |
Other | 93.6% |
Date | 21-Nov-2024 |
---|---|
NAV | 4,147.00p |
Currency | GBP |
Change | 7.00p |
% | 0.17% |
YTD change | 733.00p |
YTD % | 21.47% |
Fund Inception | 01/10/1979 |
---|---|
Fund Manager | Jacqueline Kerr |
TER | - |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 7.50% |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.08 |
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