To achieve long-term capital growth primarily through investment in equities issued by companies around the world. The Fund will have a blend of investments and will be unrestricted in its choice of companies either by size or industry. The Fund will also use financial derivative instruments to create either a long or a short exposure to such companies.
Name | % Net Assets |
---|---|
Bank of America Corp. | 2.2% |
J.P. Morgan Chase & Co. | 1.9% |
Credit Suisse Group | 1.7% |
International Business Machines | 1.7% |
Nestle S.A. | 1.6% |
Microsoft Corp. | 1.6% |
EXXON MOBIL CORP | 1.4% |
Occidental Petroleum Corp. | 1.2% |
Hewlett-Packard Co. | 1.2% |
Chevrontexaco Corp. | 1.1% |
Key | % Net Assets |
---|---|
Bank of America Corp. | 2.2% |
J.P. Morgan Chase & Co. | 1.9% |
Credit Suisse Group | 1.7% |
International Business Machines | 1.7% |
Other | 92.5% |
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 | 02/07/2007 |
---|---|
Fund Manager | James Hand |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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