TM New Court A 2011 Net Income

Ranked 98 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Hugo Capel Cure

Objective

The objective of the Fund is to preserve and grow the real value of the fund over the longer term through a diversified approach. The fund may utilise a range of asset classes in order to achieve its objective. These may include equities, cash deposits, bonds, warrants, money market instruments, derivatives and forward transactions, funds (regulated and unregulated), transferable securities and may include exposure to currencies, commodities and property.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.0%
2018 -4.5% -3.5% 3.4% 1.9% -6.2%
2017 6.7% 2.6% 1.3% -0.4% 3.0%
2016 8.9% -1.5% 1.2% 4.5% 4.5%
2015 0.2% 5.0% -3.5% -3.2% 2.1%
2014 7.1% -0.2% -0.5% 2.5% 5.1%
2013 13.0% 10.8% 0.6% -0.2% 1.5%
2012 8.9% 3.9% -1.7% 3.7% 2.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 18.92%
Bares US Equity F USD 4.70%
United Kingdom 0.000% 20-May-2019 4.47%
UNITS -B- GBP STANDARD HEDGED 4.14%
Berkshire Hathaway Inc ORD 4.09%
Cederberg F USD 3.79%
Admiral Group PLC ORD 3.64%
Lloyds Banking Group PLC ORD 3.60%
Egerton Capital Equity Fund PLC I GBP REP 3.49%
American Express Co ORD 3.41%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/10/2011
  • Share Class size123Mn
  • Base currencyGBP
  • ISIN GB00B74XT179

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.00%
  • Initial investment2.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).