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The New Floco Inc (0P00002AG9)

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52.19 +0.79    +1.54%
13/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 109.63M
Type:  Fund
Market:  United Kingdom
Issuer:  Waverton Investment Management Ltd. (Capita)
ISIN:  GB00B2Q89J35 
Asset Class:  Equity
The New Floco Inc 52.19 +0.79 +1.54%

0P00002AG9 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 Change13.38%
Prev. Close51.4
Risk Rating
TTM Yield0.41%
ROE28.85%
IssuerWaverton Investment Management Ltd. (Capita)
Turnover234.65%
ROA11.04%
Inception DateApr 18, 2008
Total Assets109.63M
ExpensesN/A
Min. Investment100,000
Market Cap72.18B
CategoryGBP Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1104 1051 1160 1042 1398 2264
Fund Return 10.4% 5.13% 15.97% 1.38% 6.93% 8.52%
Place in category 466 160 386 486 170 38
% in Category 75 27 66 86 38 13

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  CF Davids 34.62M 10.08 4.69 6.27
  OHP Fund 15.31M 16.83 9.45 9.64
  The New Jaguar Inc 10.2M 17.24 9.65 10.36

Top Funds for GBP Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CCLA COIF Charities Investment Inc 3.88B 6.14 3.57 8.63
  CCLA COIF Charities Investment Acc 3.88B 4.25 4.38 9.12
  CCLA COIF Charities Ethical Investm 2.39B 7.06 3.84 8.75
  CCLA COIF Charities Ethical Investa 2.39B 7.06 3.84 8.81
  CCLA CBF Church of England Funds Ia 2.17B 6.54 3.64 9.24

Top Holdings

Name ISIN Weight % Last Change %
IFSL Evenlode Global Equity F GBP Acc GB00BMFX1P94 11.26 - -
Latitude Global I GBP Inc IE00BMT7RL59 11.23 - -
MI Metropolis Value S Acc GB00BYQPY596 11.18 - -
Brown Advisory Global Leaders C USD Acc IE00BVVHP670 11.14 - -
Ranmore Global Equity Institutional GBP IE000WSZ17Z4 11.03 - -

Technical Summary

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