To achieve long term capital growth primarily through investment in quoted equity and fixed interest stocks throughout the world. The Investment Adviser intends to avail itself of those currency hedging and EPM facilities available within the regulations.
Name | % Net Assets |
---|---|
BRITISH SKY BROADCASTING GROUP | 10.8% |
BARCLAYS | 7.9% |
Ericsson Lm-B Shs | 4.7% |
Infineon Technologies Ag | 4.4% |
GLAXOSMITHKLINE | 2.9% |
Yara International Asa | 2.8% |
Bp Plc | 2.7% |
ALLIANZ SE | 2.6% |
Syngenta Ag-Registered | 2.5% |
Rsa Insurance Group Plc | 2.5% |
Key | % Net Assets |
---|---|
BRITISH SKY BROADCASTING GROUP | 10.8% |
BARCLAYS | 7.9% |
Ericsson Lm-B Shs | 4.7% |
Infineon Technologies Ag | 4.4% |
Other | 72.2% |
Date | 20-Nov-2024 |
---|---|
NAV | 5,429.79p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 201.42p |
YTD % | 3.85% |
Fund Inception | 06/08/2001 |
---|---|
Fund Manager | n/a |
TER | 1.57 (30-Jun-2010) |
Minimum Investment | |
---|---|
Initial | £5000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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