To maximise long term total return (the combination of income and growth of capital) by investing in a wide range of global equities that the Fund Manager considers to be leading in their field.
Name | % Net Assets |
---|---|
Microsoft | 2.7% |
Samsung Electronics | 2.7% |
Ebay | 2.5% |
Citigroup | 2.4% |
Pfizer | 2.4% |
McAfee | 2.2% |
Anadarko Petroleum | 2.2% |
Hutchison Whampoa | 2.1% |
Kon DSM | 2.0% |
Astellas Pharmaceuticals | 2.0% |
Key | % Net Assets |
---|---|
Microsoft | 2.7% |
Samsung Electronics | 2.7% |
Ebay | 2.5% |
Citigroup | 2.4% |
Other | 89.7% |
Date | 25-May-2018 |
---|---|
NAV | 22.82 |
Currency | EUR |
Change | 0.00 |
% | n/a |
YTD change | 22.82 |
YTD % | n/a |
Fund Inception | 29/04/1985 |
---|---|
Fund Manager | Aled Smith |
TER | 1.67 (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 | 0.06 |
You are here: research