To maximise long term total return (the combination of income and growth of capital) through investing mainly in European (including UK) companies or companies which derive the majority of their income from European activity.
Name | % Net Assets |
---|---|
Tullow Oil | 5.3% |
Partygaming | 4.8% |
DCC | 4.8% |
Sportingbet | 4.7% |
Axa | 3.5% |
Vallourec | 3.4% |
Prudential | 3.2% |
Grifols | 3.2% |
SAP | 3.2% |
Storebrand | 3.0% |
Key | % Net Assets |
---|---|
Tullow Oil | 5.3% |
Partygaming | 4.8% |
DCC | 4.8% |
Sportingbet | 4.7% |
Other | 80.4% |
Date | 21-Nov-2024 |
---|---|
NAV | 292.99p |
Currency | GBP |
Change | -1.78p |
% | -0.60% |
YTD change | 5.01p |
YTD % | 1.74% |
Fund Inception | 29/09/1989 |
---|---|
Fund Manager | Giles Worthington |
TER | 1.68 (31-Aug-2013) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.06 |
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