Key | % Net Assets |
---|---|
Ashtead Group | 6.0% |
easyJet | 4.4% |
Lloyds Banking Group | 4.1% |
Kentz Corp | 3.9% |
Other | 81.6% |
Name | % Net Assets |
---|---|
Ashtead Group | 6.0% |
easyJet | 4.4% |
Lloyds Banking Group | 4.1% |
Kentz Corp | 3.9% |
Howden Joinery Group | 3.6% |
Elementis | 3.6% |
Vodafone | 3.1% |
Rolls-Royce | 3.0% |
Royal Dutch Shell 'B' | 2.9% |
Brown (N.) Group | 2.9% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 933.22p |
Currency | GBP |
Change | 2.80p |
% | 0.30% |
YTD change | 161.43p |
YTD % | 20.92% |
Fund Inception | 03/04/1998 |
---|---|
Fund Manager | Tim Steer / Paul Casson |
TER | 1.60 (31-May-2012) |
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 | 0.11 |
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