The fund aims to provide long term growth and is designed for investors who are looking for exposure to equity markets in the Pacific Basin region (excluding Japan) and Australasia. The fund invests predominantly in the shares of companies listed on the stock markets in the Pacific Basin and Australasia.
Name | % Net Assets |
---|---|
Samsung Electronic | 4.1% |
National Australia Bank | 3.6% |
Commonwealth Bank Of Australia | 3.4% |
BHP Billiton | 2.8% |
Taiwan Semiconductors Manufacturing | 2.7% |
Hyundai Mobis | 2.3% |
China Mobile | 2.3% |
Shinhan Financial | 2.1% |
Hyundai Motor Co | 2.1% |
Bank of China | 1.9% |
Key | % Net Assets |
---|---|
Samsung Electronic | 4.1% |
National Australia Bank | 3.6% |
Commonwealth Bank Of Australia | 3.4% |
BHP Billiton | 2.8% |
Other | 86.1% |
Date | 12-May-2023 |
---|---|
NAV | 381.80p |
Currency | GBP |
Change | 1.00p |
% | 0.26% |
YTD change | 381.80p |
YTD % | n/a |
Fund Inception | 16/11/1998 |
---|---|
Fund Manager | Magdalene Miller |
TER | 1.79 (31-Dec-2010) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.12 |
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