Buffettique Growth ETP (EUR) | BUFERegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 12.3 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Trading - Leveraged/Inverse Equity | ||||||
Category Benchmark: - |
Key Stats | ||
Closing Price 26/04/2024 | EUR 14.74 | |
Day Change | 1.35% | |
Morningstar Category™ | Trading - Leveraged/Inverse Equity | |
Volume | 16 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | XS2583354498 | |
Fund Size (Mil) 25/04/2024 | GBP 0.96 | |
Share Class Size (Mil) 25/04/2024 | GBP 0.96 | |
Ongoing Charge 04/03/2024 | 1.47% |
Investment Objective: Buffettique Growth ETP (EUR) | BUFE |
The Buffettique Growth Investment Strategy aims to achieve long term growth and income from investing in a spectrum of ETP Securities, stocks and funds that relate to Warren Buffett’s investment career, going back to his early days’ focus on small caps to his present day’s investment in quality companies at fair prices. The Buffettique Growth Investment Strategy, which employs a methodology developed by Arcanum Asset Management Ltd (the “Buffettique Growth Strategy Sponsor”) invests 80% in a core portfolio of assets (the “Inevitables”) and the rest in a small portfolio of listed “Buffet-like” companies or ETPs tracking the shares in such companies and ETPs that offer short or inverse exposure to US markets (the “Workouts”). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 15/05/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Buffettique Growth ETP (EUR) | BUFE | 25/04/2024 |
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