Key | % Net Assets |
---|---|
Microsoft | 3.0% |
Wal-Mart | 3.0% |
Pfizer | 2.8% |
Intuit | 2.8% |
Other | 88.4% |
Name | % Net Assets |
---|---|
Microsoft | 3.0% |
Wal-Mart | 3.0% |
Pfizer | 2.8% |
Intuit | 2.8% |
Qualcomm | 2.6% |
Anadarko Petroleum | 2.5% |
Ebay | 2.4% |
Citigroup | 2.4% |
Chevron | 2.1% |
Talisman Energy | 2.0% |
No asset data available.
Date | 09-Nov-2018 |
---|---|
NAV | 25.50 |
Currency | EUR |
Change | 0.75 |
% | 3.01% |
YTD change | 25.50 |
YTD % | n/a |
Fund Inception | 30/11/1972 |
---|---|
Fund Manager | Aled Smith |
TER | - |
Minimum Investment | |
---|---|
Initial | 500000 |
Additional | 50,000 |
Savings | 10 |
Charges | |
---|---|
Initial | 3.25% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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