To achieve long-term capital growth primarily through investment in equities issued by companies around the world. The Fund will have a blend of investments and will be unrestricted in its choice of companies either by size or industry. The Fund will also use financial derivative instruments to create either a long or a short exposure to such companies.
Name | % Net Assets |
---|---|
JPMORGAN CHASE & CO | 2.9% |
NESTLE SA | 1.7% |
International Business Machines | 1.5% |
Credit Suisse Group | 1.5% |
Johnson & Johnson | 1.5% |
ENI S.P.A. | 1.4% |
Microsoft Corp | 1.4% |
Exxon Mobil Corp. | 1.3% |
Chevrontexaco Corp | 1.3% |
Occidental Petroleum Corp | 1.3% |
Key | % Net Assets |
---|---|
JPMORGAN CHASE & CO | 2.9% |
NESTLE SA | 1.7% |
International Business Machines | 1.5% |
Credit Suisse Group | 1.5% |
Other | 92.4% |
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 | 02/07/2007 |
---|---|
Fund Manager | James Hand |
TER | 1.86 |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 100 |
Savings | 100 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research