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LSE - Delayed Quote GBp

Davy Global Brands Equity Fund Class R GBP Inc (0P00017LUK.L)

168.17
-0.36
(-0.21%)
As of February 23 at 8:00:00 PM GMT. Market Open.

Investment Information

Min Initial Investment
500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Raymond James Investment Services Ltd
  • Old Mutual Wealth

Fund Summary

The investment objective of the Fund is to achieve long term capital growth by predominantly taking long positions in companies with strong international brand franchises on a global basis. The Fund intends to achieve its investment objective by primarily investing on the basis of strong global brands, franchises or other competitive advantage such as global market share or dominant local market share, or a unique product characteristic that provides the potential to grow globally. The Fund will generally be a diversified portfolio of equities, however the asset allocation may vary due to market conditions.

Fund Overview

Category Global Large-Cap Growth Equity
Fund Family Davy Global Fund Management Limited
Net Assets --
YTD Return -1.56%
Yield 1.06%
Morningstar Rating
Inception Date Jan 19, 2016

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

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