To achieve capital growth and attractive income.
Name | % Net Assets |
---|---|
TULLOW OIL PLC | 6.9% |
VODAFONE GROUP | 6.9% |
BRITISH AMERICAN TOBACCO | 5.5% |
IMPERIAL TOBACCO GROUP | 4.6% |
BAE SYSTEMS | 4.4% |
DIAGEO | 4.3% |
NATIONAL GRID | 4.3% |
STANDARD CHARTERED | 4.3% |
MAN GROUP | 3.9% |
PROVIDENT FINANCIAL | 3.8% |
Key | % Net Assets |
---|---|
TULLOW OIL PLC | 6.9% |
VODAFONE GROUP | 6.9% |
BRITISH AMERICAN TOBACCO | 5.5% |
IMPERIAL TOBACCO GROUP | 4.6% |
Other | 76.1% |
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 | 15/12/2003 |
---|---|
Fund Manager | Harold Sharon |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.10 |
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