The Fund aims to achieve capital growth over the long term by investing in a concentrated range of companies within the FTSE All Share Index. The Fund has a flexible asset allocation policy, meaning that it will not be constrained by the benchmark index.
Name | % Net Assets |
---|---|
GlaxoSmithKline | 6.2% |
BP | 5.0% |
Royal Dutch Shell | 4.6% |
UBM | 4.2% |
Tyman plc | 4.1% |
Henry Boot | 3.9% |
Goals | 3.7% |
Balfour Beatty | 3.1% |
Reed Elsevier | 3.0% |
Hays | 3.0% |
Key | % Net Assets |
---|---|
GlaxoSmithKline | 6.2% |
BP | 5.0% |
Royal Dutch Shell | 4.6% |
UBM | 4.2% |
Other | 80% |
Date | 13-Apr-2017 |
---|---|
NAV | 123.23p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 123.23p |
YTD % | n/a |
Fund Inception | 14/05/2004 |
---|---|
Fund Manager | Matthew Tillet |
TER | 1.15 (31-Jan-2014) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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