The investment objective of the Trust is to provide long-term capital growth through diversified investment mainly in other authorised or recognised schemes. The Trust may also invest in transferable securities. There will be no particular emphasis on any geographical area, industrial or economic sector.
Name | % Net Assets |
---|---|
BLACKROCK GOLD & GENERAL A INC | 14.4% |
NEPTUNE US OPPORTUNITIES A ACC GBP | 8.4% |
AXA FRAMLINGTON EMERGING MARKETS | 6.9% |
THAMES RIVER WATER AND AGRICULTURE ABSOLUTE RETURN DIS GBP | 6.7% |
JUPITER EUROPEAN SPECIAL SITUATIONS ACC | 6.6% |
INVESTEC GLOBAL GOLD A ACC GBP | 6.4% |
SCHRODER EUROPEAN ALPHA PLUS A ACC | 6.0% |
SCHRODER US MID CAP A ACC | 5.3% |
HENDERSON US GROWTH RET ACC | 3.5% |
FIRST STATE GREATER CHINA GROWTH A GBP ACC | 3.4% |
Key | % Net Assets |
---|---|
BLACKROCK GOLD & GENERAL A INC | 14.4% |
NEPTUNE US OPPORTUNITIES A ACC GBP | 8.4% |
AXA FRAMLINGTON EMERGING MARKETS | 6.9% |
THAMES RIVER WATER AND AGRICULTURE ABSOLUTE RETURN DIS GBP | 6.7% |
Other | 63.6% |
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 | 20/10/1999 |
---|---|
Fund Manager | Lacomp plc |
TER | 3.42 |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.01 |
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