The Fund aims to achieve a positive absolute return over the long-term regardless of market conditions.
Name | % Net Assets |
---|---|
MEGGITT | 5.0% |
TULLETT PREBON PLC | 4.1% |
BP | 3.3% |
HSBC HLDGS | 3.0% |
RSA INSURANCE GROUP PLC | 2.8% |
Cadbury | 1.8% |
Tesco | 1.7% |
HSBC | 1.7% |
Great Portland Estates | 1.7% |
Cable & Wireless | 1.6% |
Key | % Net Assets |
---|---|
MEGGITT | 5.0% |
TULLETT PREBON PLC | 4.1% |
BP | 3.3% |
HSBC HLDGS | 3.0% |
Other | 84.6% |
Date | 21-Nov-2024 |
---|---|
NAV | 204.20p |
Currency | GBP |
Change | 0.20p |
% | 0.10% |
YTD change | 12.10p |
YTD % | 6.30% |
Fund Inception | 30/04/2009 |
---|---|
Fund Manager | n/a |
TER | 1.09 (30-Nov-2011) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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