The Fund aims to achieve long term capital growth primarily through investment in equities issued by companies around the globe involved in the exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry and in derivatives, the underlying assets of which are equities issued by companies around the globe involved in the exploration, production or distribution of oil, gas and other energy sources or companies which service the energy industry.
Latest Price | 170.97p | IMA Sector | Specialist |
---|---|---|---|
Currency | British Pound | Launch Date | 29/11/2004 |
Fund Size | n/a | Fund Manager | Jonathan Waghorn |
ISIN | GB00B049P968 | Dividend | 0.00p |
Date | 05-Mar-2021 |
---|---|
NAV | 170.97p |
Currency | GBP |
Change | -1.14p |
% | -0.66% |
YTD change | 170.97p |
YTD % | n/a |
Fund Inception | 29/11/2004 |
---|---|
Fund Manager | Jonathan Waghorn |
TER | 1.61 (31-Dec-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £100 |
Savings | £100 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.03 |
Sharpe ratio | -0.04 |
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