Key | % Net Assets |
---|---|
![]() |
8.9% |
![]() |
8.3% |
![]() |
8.0% |
![]() |
7.8% |
![]() |
67% |
Name | % Net Assets |
---|---|
Barclays | 8.9% |
Banque Cantonale Vaudoise | 8.3% |
Templeton Emerging Market | 8.0% |
HSBC Holdings | 7.8% |
Partners Group | 3.4% |
Julius Baer | 3.0% |
Hong Kong Land | 2.6% |
Aviva | 2.6% |
Banco Itau | 2.4% |
Banque Privée Edmond de Rothschild | 2.2% |
No asset data available.
Date | 30-Apr-2025 |
---|---|
NAV | 1,031.00p |
Currency | GBP |
Change | 4.00p |
% | 0.39% |
YTD change | 17.00p |
YTD % | 1.68% |
Fund Inception | 28/12/2001 |
---|---|
Fund Manager | Guy de Blonay |
TER | 1.08 (31-Mar-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | n/a |
Savings | £100 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.08 |
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