The Fund aims to provide above average long-term capital growth through a concentrated portfolio of actively managed equities. Holdings will vary between larger and smaller companies and may include investments in smaller markets.
Name | % Net Assets |
---|---|
Advanced Digital Broadcast | 4.5% |
Paion | 4.4% |
F Secure | 4.4% |
Svenska Handelsbanken | 4.1% |
Allianz SE | 4.1% |
Wolters Kluwer | 3.9% |
Hellenic Exchanges | 3.4% |
Partners Group | 3.3% |
E.on | 2.9% |
C&C Group | 2.9% |
Key | % Net Assets |
---|---|
Advanced Digital Broadcast | 4.5% |
Paion | 4.4% |
F Secure | 4.4% |
Svenska Handelsbanken | 4.1% |
Other | 82.6% |
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 | 01/10/2001 |
---|---|
Fund Manager | Peter Jarvis |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 1,000 |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.13 |
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