Thesis Bryth IncRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.9 | 11.2 | -11.8 | 15.3 | 5.1 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Allocation | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 28/03/2024 | CAD 1.71 | |
Day Change | 0.57% | |
Morningstar Category™ | Other Allocation | |
ISIN | GB00B1Y1P004 | |
Fund Size (Mil) 31/01/2023 | GBP 66.82 | |
Share Class Size (Mil) 28/03/2024 | CAD 0.40 | |
Max Initial Charge | - | |
Ongoing Charge 04/10/2023 | 1.61% |
Investment Objective: Thesis Bryth Inc |
The investment objective of the Company is to provide capital growth, with income being of secondary importance, net of fees, over a rolling 5 year period. The Company will invest in a global portfolio which will typically comprise of equities (at least 80%). The Company may also invest in fixed income instruments and other transferable securities, money market instruments, cash, near cash and deposits. The exposure to equities may fall below 80% during difficult markets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 06/11/2007 | ||
Inception Date 06/11/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Global | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Thesis Bryth Inc | - |
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