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Evelyn Growth Portfolio Class Clean Gbp Acc (0P0001C6O9)

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1.388 -0.010    -0.52%
25/04 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.08B
Type:  Fund
Market:  Ireland
Issuer:  KBA Consulting Management Limited
ISIN:  IE00BYX8KR56 
Asset Class:  Equity
Tilney Growth Portfolio Class Clean GBP Acc 1.388 -0.010 -0.52%

0P0001C6O9 Overview

 
Find basic information about the Evelyn Growth Portfolio Class Clean Gbp Acc 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 0P0001C6O9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.78%
Prev. Close1.395
Risk Rating
TTM Yield0%
ROE27.80%
IssuerKBA Consulting Management Limited
TurnoverN/A
ROA10.21%
Inception DateNov 17, 2017
Total Assets2.08B
ExpensesN/A
Min. Investment500,000
Market Cap50.41B
CategoryGBP Moderately Adventurous Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1024 1019 1006 1136 1181 -
Fund Return 2.38% 1.88% 0.58% 4.34% 3.39% -
Place in category 934 583 342 556 402 -
% in Category 69 42 27 54 53 -

Top Equity Funds by KBA Consulting Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00BKTZQP20 1.95B -2.72 8.44 -
  IE00BYX8KS63 69.82M 2.39 4.34 -

Top Funds for GBP Moderately Adventurous Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00BYX8KS63 69.82M 2.39 4.34 -

Top Holdings

Name ISIN Weight % Last Change %
Brown Advisory Global Leaders SI GBP Inc IE00BG0R3819 5.57 - -
TB Evenlode Global Income F GBP Inc GB00BF1QNR90 5.40 - -
GuardCap Global Equity T GBP Inc IE000SPQ97H7 5.39 - -
Fiera Atlas Global Companies A GBP Inc IE000W8QXUS2 5.28 - -
  Fundsmith Equity I Inc GB00B4MR8G82 5.22 6.38 +1.24%

Technical Summary

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