To achieve long term capital appreciation.
Name | % Net Assets |
---|---|
Philip Morris | 3.0% |
Vodafone | 2.6% |
American Home Products | 2.2% |
BP Amoco | 2.2% |
Pfizer | 1.9% |
Pharmacia | 1.9% |
Microsoft | 1.9% |
HSBC Holdings | 1.7% |
Sony | 1.6% |
AstrZeneca | 1.6% |
Key | % Net Assets |
---|---|
Philip Morris | 3.0% |
Vodafone | 2.6% |
American Home Products | 2.2% |
BP Amoco | 2.2% |
Other | 90% |
Date | 16-May-2019 |
---|---|
NAV | 579.00p |
Currency | GBP |
Change | 7.00p |
% | 1.22% |
YTD change | 579.00p |
YTD % | n/a |
Fund Inception | 13/02/1995 |
---|---|
Fund Manager | Martin Cobb |
TER | 1.57 (31-Aug-2009) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.03 |
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