To achieve a positive absolute return.
Name | % Net Assets |
---|---|
JZ Equity | 10.6% |
JP Morgan Private Equity | 9.8% |
M&G Equity | 7.0% |
Utilico Finance | 6.9% |
Jupiter Second Enhanced | 5.1% |
SR Europe | 3.2% |
Cayenne | 2.8% |
New Star Private Equity | 2.8% |
Renewable Energy Generation | 2.6% |
Promethean | 2.5% |
Key | % Net Assets |
---|---|
JZ Equity | 10.6% |
JP Morgan Private Equity | 9.8% |
M&G Equity | 7.0% |
Utilico Finance | 6.9% |
Other | 65.7% |
Date | 21-Nov-2024 |
---|---|
NAV | 193.00p |
Currency | GBP |
Change | 0.20p |
% | 0.10% |
YTD change | 8.30p |
YTD % | 4.49% |
Fund Inception | 01/05/1991 |
---|---|
Fund Manager | Paul Craig |
TER | 0.82 (31-Dec-2013) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 0.60% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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