To achieve a long term total return of capital appreciation and income receipts.
Name | % Net Assets |
---|---|
BP AMOCO PLC COM | 7.2% |
Vodafone AG | 6.2% |
HSBC Holdings PLC Depository Receipts | 5.3% |
Shell Transport and Trading | 4.8% |
Royal Bank of Scotland Group PLC | 4.6% |
GlaxoSmithKline PLC | 4.4% |
HBOS | 3.5% |
AstraZeneca PLC | 2.8% |
BARCLAYS | 2.6% |
Aviva PLC | 2.0% |
Key | % Net Assets |
---|---|
BP AMOCO PLC COM | 7.2% |
Vodafone AG | 6.2% |
HSBC Holdings PLC Depository Receipts | 5.3% |
Shell Transport and Trading | 4.8% |
Other | 76.5% |
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 | 18/12/2000 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 50000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.08 |
You are here: research