To achieve long-term growth through investment in collective investment schemes. These schemes are mainly invested in equities, in the UK and Globally with some investing in smaller companies and markets.
Name | % Net Assets |
---|---|
Invesco Perpetual Corporate Bond | 8.2% |
J O Hambro Continental European | 8.1% |
First State Asia Pacific | 8.1% |
Cazenove European Fund | 7.4% |
Blackrock Absolute Alpha | 6.8% |
SPDR Trust Series 1 | 6.8% |
Soc Gen American Growth | 6.7% |
Artemis Income | 5.7% |
CF Morant Wright Japan B | 5.5% |
Threadneedle UK Equity Alpha | 5.1% |
Key | % Net Assets |
---|---|
Invesco Perpetual Corporate Bond | 8.2% |
J O Hambro Continental European | 8.1% |
First State Asia Pacific | 8.1% |
Cazenove European Fund | 7.4% |
Other | 68.2% |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 01/02/1993 |
---|---|
Fund Manager | Dean Cheeseman |
TER | 2.27 (31-Jan-2010) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 1,000 |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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