The Fund is designed to maximise total return (the combination of income and growth of capital) while generating a high level of income.
Name | % Net Assets |
---|---|
Nordic Telephone | 3.8% |
Crown Holdings | 2.4% |
Ladbrokes | 2.2% |
Intergen | 2.0% |
Kabel Deutschland | 1.8% |
Constellation Brands | 1.8% |
Versatel | 1.7% |
Ardagh Glass | 1.7% |
Peel | 1.7% |
Ball | 1.7% |
Key | % Net Assets |
---|---|
Nordic Telephone | 3.8% |
Crown Holdings | 2.4% |
Ladbrokes | 2.2% |
Intergen | 2.0% |
Other | 89.6% |
Date | 21-Nov-2024 |
---|---|
NAV | 152.69p |
Currency | GBP |
Change | 0.040p |
% | 0.03% |
YTD change | 11.66p |
YTD % | 8.27% |
Fund Inception | 16/10/1998 |
---|---|
Fund Manager | Jim Leaviss |
TER | 1.41 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | n/a |
Charges | |
---|---|
Initial | 3.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.00 |
Sharpe ratio | 0.19 |
You are here: research