To provide long term capital growth from a portfolio of investments.
Name | % Net Assets |
---|---|
INVESCO MGRS IP INCOME NO TRAIL ACC | 15.8% |
L&G ALL STOCKS GILT INDEX INST ACC | 10.4% |
BLACKROCK AM UK UK EQUITY TRACKER D | 8.0% |
GARTMORE CORPORATE BOND A INST | 6.4% |
INVESCO PERP INCOME ACC | 5.7% |
FIRST STATE GLOBAL EMERGING MARKETS LEADERS A GBP | 5.7% |
AXA FRAMLINGTON UK SELECT OPPS ACC | 5.2% |
JOHCM UK OPPORTUNITIES INST ACC | 5.0% |
FIL INVESTMENT SERVICES(UK)LTD STRATEGIC BOND | 4.7% |
SMITH & WILLIAMSON EUROPEAN GROWTH | 4.5% |
Key | % Net Assets |
---|---|
INVESCO MGRS IP INCOME NO TRAIL ACC | 15.8% |
L&G ALL STOCKS GILT INDEX INST ACC | 10.4% |
BLACKROCK AM UK UK EQUITY TRACKER D | 8.0% |
GARTMORE CORPORATE BOND A INST | 6.4% |
Other | 59.4% |
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 | 14/10/2004 |
---|---|
Fund Manager | David Oakes |
TER | 2.42 (31-Mar-2011) |
Minimum Investment | |
---|---|
Initial | 3000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.27% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.04 |
You are here: research