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The New Floco Inc (0P00002AG9)

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49.61 -0.31    -0.63%
31/10 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Waverton Investment Management Ltd. (Capita)
ISIN:  GB00B2Q89J35 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 109.63M
The New Floco Inc 49.61 -0.31 -0.63%

The New Floco Inc Overview

 
Find basic information about the The New Floco Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002AG9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B2Q89J35)
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Rating
1-Year Change17.5%
Prev. Close49.92
Risk Rating
TTM Yield0.43%
ROE26.63%
IssuerWaverton Investment Management Ltd. (Capita)
Turnover234.65%
ROA10.24%
Inception DateApr 18, 2008
Total Assets109.63M
ExpensesN/A
Min. Investment100,000
Market Cap54.91B
CategoryGBP Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1058 985 1126 1016 1351 2337
Fund Return 5.76% -1.53% 12.57% 0.53% 6.2% 8.86%
Place in category 608 668 534 505 187 30
% in Category 91 98 86 86 41 10

Top Equity Funds by Waverton Investment Management Ltd. (Link)

  Name Rating Total Assets YTD% 3Y% 10Y%
  CF Davids 33.36M 4.46 4.26 5.99
  OHP Fund 13.53M 11.58 8.63 9.58
  The New Jaguar Inc 10.2M 11.87 8.79 10.66

Top Funds for GBP Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CCLA COIF Charities Investment Acc 3.79B 4.25 4.38 9.12
  CCLA COIF Charities Investment Inc 3.79B 4.24 4.38 8.93
  CCLA COIF Charities Ethical Investa 2.37B 4.96 4.56 9.03
  CCLA COIF Charities Ethical Investm 2.37B 4.95 4.56 8.97
  CCLA CBF Church of England Funds Ia 2.14B 4.69 4.51 9.59

Top Holdings

Name ISIN Weight % Last Change %
Brown Advisory Global Leaders C USD Acc IE00BVVHP670 10.42 - -
Ranmore Global Equity Institutional GBP IE000WSZ17Z4 10.35 - -
BlackRock GlbUncons Eq Fd (UK) Z GBPAcc GB00BFK3MN00 10.16 - -
MI Metropolis Value S Acc GB00BYQPY596 10.05 - -
  Fundsmith Equity I Inc GB00B4MR8G82 9.96 6.35 +0.35%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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