To achieve long term capital appreciation.
Name | % Net Assets |
---|---|
COMPAGNIE FINANCIERE RICHEMONT SA | 7.1% |
Inbev Nv | 4.7% |
Inditex | 4.6% |
Lvmh Moet Hennessy Louis Vui | 4.3% |
Pinault-Printemps-Redoute | 4.1% |
TECHNIP | 4.1% |
The Swatch Group Ag-Br | 4.0% |
Nestle Sa-Registered-B Shrs | 3.7% |
SWEDISH MATCH AB | 3.6% |
Barclays Plc | 3.5% |
Key | % Net Assets |
---|---|
COMPAGNIE FINANCIERE RICHEMONT SA | 7.1% |
Inbev Nv | 4.7% |
Inditex | 4.6% |
Lvmh Moet Hennessy Louis Vui | 4.3% |
Other | 79.3% |
Date | 21-Nov-2024 |
---|---|
NAV | 1,765.17p |
Currency | GBP |
Change | -9.01p |
% | -0.51% |
YTD change | -9.82p |
YTD % | -0.55% |
Fund Inception | 23/04/1997 |
---|---|
Fund Manager | Feras Al-Chalabi |
TER | 1.59 (30-Jun-2010) |
Minimum Investment | |
---|---|
Initial | £5000 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.08 |
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