Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

The New Floco Inc (0P00002AG9)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
51.07 +1.47    +2.96%
15/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 112.48M
Type:  Fund
Market:  United Kingdom
Issuer:  Waverton Investment Management Ltd. (Capita)
ISIN:  GB00B2Q89J35 
Asset Class:  Equity
The New Floco Inc 51.07 +1.47 +2.96%

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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change16.28%
Prev. Close49.61
Risk Rating
TTM Yield0.43%
ROE26.74%
IssuerWaverton Investment Management Ltd. (Capita)
Turnover234.65%
ROA10.07%
Inception DateApr 18, 2008
Total Assets112.48M
ExpensesN/A
Min. Investment100,000
Market Cap55.57B
CategoryGBP Aggressive Allocation
What is your sentiment on The New Floco Inc?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1007 1180 1007 1389 2287
Fund Return 6.55% 0.71% 18% 0.22% 6.79% 8.62%
Place in category 540 462 389 509 173 41
% in Category 82 72 66 88 38 14

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

  Name Rating Total Assets YTD% 3Y% 10Y%
  CF Davids 33.07M 6.05 4.42 6.38
  OHP Fund 15.29M 12.65 8.74 9.61
  The New Jaguar Inc 10.1M 12.95 8.92 10.46

Top Funds for GBP Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CCLA COIF Charities Investment Acc 3.89B 4.25 4.38 9.12
  CCLA COIF Charities Investment Inc 3.89B 4.24 4.38 8.93
  CCLA COIF Charities Ethical Investa 2.42B 4.43 3.41 8.89
  CCLA COIF Charities Ethical Investm 2.42B 4.43 3.41 8.83
  CCLA CBF Church of England Funds In 2.19B 4.10 3.39 9.44

Top Holdings

Name ISIN Weight % Last Change %
BlackRock GlbUncons Eq Fd (UK) Z GBPAcc GB00BFK3MN00 10.38 - -
MI Metropolis Value S Acc GB00BYQPY596 10.23 - -
Brown Advisory Global Leaders C USD Acc IE00BVVHP670 10.12 - -
Ranmore Global Equity Institutional GBP IE000WSZ17Z4 10.05 - -
IFSL Evenlode Global Equity F GBP Acc GB00BMFX1P94 10.01 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00002AG9 Comments

Write your thoughts about The New Floco Inc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email