YHD - Delayed Quote GBp

Orchard B GBP Inc (IE00B4XV7732.IR)

804.00 -8.00 (-0.99%)
At close: June 28 at 6:07 PM EDT

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.

Orchard B GBP Inc

Charles Bisson House, First Floor, 30-32 New Stree
JE2 3TE.

Fund Overview

Category GBP Moderate Allocation
Fund Family Orchard Wealth Management Limited
Net Assets --
YTD Return -1.28%
Yield 6.22%
Morningstar Rating
Inception Date Mar 31, 2009

Fund Operations

Last Dividend 0.05
Last Cap Gain 0.00
Holdings Turnover 1.28%
Average for Category --

Fees & Expenses

Expense IE00B4XV7732.IR Category Average
Annual Report Expense Ratio (net) 0.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 5.00% --
Max Deferred Sales Load 0.00% --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Richard Harwood, Lead Manager since January 22, 2003

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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