The Fund aims to provide long term total returns primarily through investment in the shares of companies around the world. Investments will largely be determined by the application of a contrarian investment process and will be in a selection of companies which will not be restricted either by size, industry, or geographical location.
Name | % Net Assets |
---|---|
Pfizer Inc. | 2.4% |
Medtronic Inc. | 2.4% |
Lagardere Groupe | 2.3% |
SK Telecom Co. | 2.2% |
Glaxosmithkline | 2.1% |
NTT Docomo Inc. | 2.1% |
Yamaha Corp | 2.1% |
Helical Bar Plc | 1.9% |
ENI S.P.A. | 1.9% |
Merck & Co Inc. | 1.8% |
Key | % Net Assets |
---|---|
Pfizer Inc. | 2.4% |
Medtronic Inc. | 2.4% |
Lagardere Groupe | 2.3% |
SK Telecom Co. | 2.2% |
Other | 90.7% |
Date | 21-Nov-2024 |
---|---|
NAV | 380.57p |
Currency | GBP |
Change | -1.06p |
% | -0.28% |
YTD change | 12.11p |
YTD % | 3.29% |
Fund Inception | 17/12/2007 |
---|---|
Fund Manager | n/a |
TER | 1.61 (30-Nov-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £100 |
Savings | £100 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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