To achieve long term capital growth.
Name | % Net Assets |
---|---|
CAPE INDST ORD GBP0.25 | 5.5% |
WEIR GROUP ORD GBP0.125 | 4.3% |
DANA PETROLEUM ORD GBP0.15 | 3.7% |
BABCOCK INTERNATIONAL GROUP ORD GBP | 3.7% |
ITE GROUP ORD GBP0.01 | 3.7% |
SPIRENT COMMUNICATIONS ORD GBP3.333 | 3.6% |
MELROSE ORD GBP0.002 | 3.5% |
ULTRA ELECTRONIC HLDGS ORD GBP0.05 | 3.2% |
PARAGON GROUP OF COMPANIES ORD GBP1 | 3.0% |
CRANSWICK ORD GBP0.1 | 3.0% |
Key | % Net Assets |
---|---|
CAPE INDST ORD GBP0.25 | 5.5% |
WEIR GROUP ORD GBP0.125 | 4.3% |
DANA PETROLEUM ORD GBP0.15 | 3.7% |
BABCOCK INTERNATIONAL GROUP ORD GBP | 3.7% |
Other | 82.8% |
Date | 24-Sep-2021 |
---|---|
NAV | 111.40p |
Currency | GBP |
Change | -0.60p |
% | -0.54% |
YTD change | 111.40p |
YTD % | n/a |
Fund Inception | 27/07/1987 |
---|---|
Fund Manager | James Smith/Claire Long |
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 | 0.01 |
Sharpe ratio | 0.28 |
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