Invests in a wide range of international equities (excluding UK) with the sole objective of capital growth. The geographical split of the portfolio will vary according to market conditions.
Name | % Net Assets |
---|---|
Nestle | 2.7% |
Canon | 2.4% |
Cisco Systems | 2.3% |
Nestle | 2.3% |
Myriad Genetics | 2.3% |
Toyota Motor | 2.3% |
EADS | 2.2% |
Zurich Financial Services | 2.2% |
Wal-Mart | 2.0% |
Chevron | 2.0% |
Key | % Net Assets |
---|---|
Nestle | 2.7% |
Canon | 2.4% |
Cisco Systems | 2.3% |
Nestle | 2.3% |
Other | 90.3% |
Date | 09-Nov-2018 |
---|---|
NAV | 27.90 |
Currency | EUR |
Change | 0.79 |
% | 2.92% |
YTD change | 27.90 |
YTD % | n/a |
Fund Inception | 05/12/1967 |
---|---|
Fund Manager | Greg Aldridge |
TER | 1.68 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 10 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.09 |
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