To provide long-term capital growth.
Name | % Net Assets |
---|---|
Nestle S.A. | 3.0% |
Gilead Sciences | 2.5% |
Google Inc. Cl A | 2.5% |
Eutelsat Communications | 2.5% |
Shoppers Drug Mart Corp. | 2.5% |
Thermo Fisher Scientific | 2.4% |
Praxair | 2.4% |
CSL | 2.2% |
Compass Group | 2.2% |
Ameriprise Financial | 2.1% |
Key | % Net Assets |
---|---|
Nestle S.A. | 3.0% |
Gilead Sciences | 2.5% |
Google Inc. Cl A | 2.5% |
Eutelsat Communications | 2.5% |
Other | 89.5% |
Date | 20-Nov-2024 |
---|---|
NAV | 310.22p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 37.44p |
YTD % | 13.73% |
Fund Inception | n/a |
---|---|
Fund Manager | Paula Allen |
TER | 1.64 (15-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.05 |
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