Key | % Net Assets |
---|---|
Harley Davidson | 5.2% |
McKesson | 3.8% |
Solarwinds | 3.4% |
Qualcomm | 3.4% |
Other | 84.2% |
Name | % Net Assets |
---|---|
Harley Davidson | 5.2% |
McKesson | 3.8% |
Solarwinds | 3.4% |
Qualcomm | 3.4% |
Ecolab | 3.4% |
Apple | 3.4% |
American Express | 3.4% |
Exxon Mobil | 3.2% |
United Health | 3.1% |
Wells Fargo & Co | 3.0% |
No asset data available.
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 | 01/09/1966 |
---|---|
Fund Manager | Nick Ford / Simon Moss |
TER | 1.65 (31-Jan-2014) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | -0.08 |
You are here: research