The fund aims to provide long-term capital growth by investment in companies listed, quoted and/or traded in the UK and in companies which are headquartered or have a significant part of their activities in the UK which are quoted on a regulated market outside the UK.
Name | % Net Assets |
---|---|
Ashtead Group | 6.0% |
easyJet | 4.4% |
Lloyds Banking Group | 4.1% |
Kentz Corp | 3.9% |
Howden Joinery Group | 3.6% |
Elementis | 3.6% |
Vodafone | 3.1% |
Rolls-Royce | 3.0% |
Royal Dutch Shell 'B' | 2.9% |
Brown (N.) Group | 2.9% |
Key | % Net Assets |
---|---|
Ashtead Group | 6.0% |
easyJet | 4.4% |
Lloyds Banking Group | 4.1% |
Kentz Corp | 3.9% |
Other | 81.6% |
Date | 21-Nov-2024 |
---|---|
NAV | 1,037.98p |
Currency | GBP |
Change | 3.15p |
% | 0.30% |
YTD change | 185.22p |
YTD % | 21.72% |
Fund Inception | 03/04/1998 |
---|---|
Fund Manager | Tim Steer / Paul Casson |
TER | 0.83 (31-May-2012) |
Minimum Investment | |
---|---|
Initial | £250000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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