The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from a portfolio of 50% UK equities and 50% non-UK equities.
Name | % Net Assets |
---|---|
BLACKROCK EUROPEAN DYNAMIC A INC | 7.1% |
FINDLAY PARK AMERICAN GBP | 6.9% |
BROWN ADVISORY US EQUITY VALUE A GBP | 6.8% |
GLG UK SELECT C PROFESSIONAL | 6.1% |
NEPTUNE EUROPEAN OPPORTUNITIES B INC GBP | 6.0% |
PSIGMA AMERICAN INST ACC | 5.9% |
JOHCM UK GROWTH RET | 5.3% |
SCHRODER UK ALPHA PLUS A INC | 5.2% |
STAN LIFE INV UK EQUITY RECOVERY OA | 5.0% |
ARTEMIS INCOME I INC | 5.0% |
Key | % Net Assets |
---|---|
BLACKROCK EUROPEAN DYNAMIC A INC | 7.1% |
FINDLAY PARK AMERICAN GBP | 6.9% |
BROWN ADVISORY US EQUITY VALUE A GBP | 6.8% |
GLG UK SELECT C PROFESSIONAL | 6.1% |
Other | 73.1% |
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 | 30/09/2004 |
---|---|
Fund Manager | Tony Lanning |
TER | 2.78 (30-Nov-2010) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.04 |
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