The Fund aims to achieve a long-term return, in excess of the long-term return that is typically achieved from UK equities.
Name | % Net Assets |
---|---|
JOHCM UK Growth Fund | 13.7% |
Schroder UK Alpha Plus Fund | 13.7% |
M&G UK Select Fund | 13.5% |
Threadneedle UK Equity Alpha Fund | 13.5% |
Cartesian 130/30 Fund | 13.2% |
New Star Global Financials Fund | 8.8% |
Cazenove UK Smaller Companies Fund | 6.9% |
Four Focus Equity Fund | 6.5% |
Key | % Net Assets |
---|---|
JOHCM UK Growth Fund | 13.7% |
Schroder UK Alpha Plus Fund | 13.7% |
M&G UK Select Fund | 13.5% |
Threadneedle UK Equity Alpha Fund | 13.5% |
Other | 45.6% |
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 | 01/10/2004 |
---|---|
Fund Manager | Tony Lanning |
TER | - |
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 | 0.07 |
You are here: research