YHD - Delayed Quote • GBp
Orchard B GBP Inc (IE00B4XV7732.IR)
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
Morningstar Category
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