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Orchard B GBP Inc (IE00B4XV7732.IR)

1,064.00 Up 2.00(0.19%) Aug 19
Prev Close:1,062.00
YTD Return*:4.29%
Net Assets*:54.95M
Yield*:5.72%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in GBp.

Headlines

  • No Headlines available for IE00B4XV7732.IR at this time.

Top Holdings

Symbol% AssetsYTD Return %
AZNCF.L4.5027.44
KO2.70-3.41
ACN2.14-3.15
Sanofi Aventis1.91-1.14
MCD1.876.05

Fund Basics

Morningstar Overall Rating:
Total Assets:54.95M
Category:GBP Moderate Allocation
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:4.29%
5y Avg Return:5.91%
Rank in Category (ytd):13
% Rank in Category (ytd):1.3%
Beta (3y):0.90
Morningstar Risk Rating:3

Fund Summary

The Fund will seek to achieve superior returns through equity investment whilst mitigating certain of the risks. The Fund will seek to achieve its objective through investing globally in equity securities that are freely transferable securities traded on Regulated Markets. The equities selected will be primarily highly capitalised, liquid, mature companies with highly developed product lines, brands and free cash flow generation. The Fund will seek to reduce volatility associated with traditional equity investment, while attempting to produce better performance over the business cycle by careful stock selection and utilising non-geared stock option writing in accordance with the requirements of the Central Bank. View More
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