IFSL Evenlode Global Equity C GBP AccumulationRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 26.0 | -8.6 | 17.7 | 5.3 |
![]() | +/-Cat | - | 11.5 | 9.5 | 1.7 | -5.9 |
![]() | +/-B’mrk | - | 8.0 | 10.4 | -4.6 | -10.8 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 15/07/2024 | GBX 152.11 | |
Day Change | 0.54% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BMFX1N70 | |
Fund Size (Mil) 28/06/2024 | GBP 448.16 | |
Share Class Size (Mil) 28/06/2024 | GBP 0.31 | |
Max Initial Charge | - | |
Ongoing Charge 31/10/2023 | 0.75% |
Investment Objective: IFSL Evenlode Global Equity C GBP Accumulation |
The investment objective of the fund is to provide capital growth over Rolling Periods of 5 years. At least 80% of the fund will be invested in equity securities of companies listed on international exchanges. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Chris Elliott 15/07/2020 | ||
James Knoedler 15/07/2020 | ||
Inception Date 15/07/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Wld NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for IFSL Evenlode Global Equity C GBP Accumulation | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 6.51 |
![]() | ![]() | 6.45 |
![]() | ![]() | 5.32 |
![]() | ![]() | 5.11 |
![]() | ![]() | 4.78 |
![]() | ||
![]() ![]() ![]() | ||
IFSL Evenlode Global Equity C GBP Accumulation |