| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.00 |
Cumulative Performance
(No discrete data available for Nevis Growth Portfolio Inc)
Discrete Performance
(No discrete data available for Nevis Growth Portfolio Inc)
| Fund Size | 25,700,000.00 | Launch Date | 26/02/2008 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB00B23Z4471 | Min Topup (£) | 0.00 |
To provide capital growth over the medium to long term.
John Husselbee
John Husselbee, North’s Chief Executive, is one of the most highly regarded practitioners of Multi Asset, Multi Manager investing in the UK Retail Market. John established North in 2005 to work in partnership with clients to create innovative, unique investment solutions based around the principles of MultiManager/ MultiAsset investing. North’s clients include asset managers and IFAs looking to outsource all or part of their investment management activity, launch their own investment funds or range of discretionary management portfolios. North now provides investment management services for £400 million of assets. Prior to launching North John was the Director of Multi Manager Investment at Henderson Global Investors, where he was responsible for portfolio construction and fund selection for a complete range of Multi Manager portfolios and products, totalling over £650 million. Whilst there, John launched and managed HARP, one of the first fund of hedge funds to come to the UK retail market. John has over twenty years experience in running multi manager portfolios. He joined Henderson in 1996 from Rothschild Asset Management, where he was responsible for the launch and ongoing management of their discretionary portfolio management service. John is a well-respected commentator within the UK mutual fund industry and sits on the selection committee for the prestigious Investment Week Fund Manager of the Year Awards.
| Name | Weight |
|---|---|
| Alternative Assets | 5.15% |
| Asia Pacific Equities | 10.46% |
| Europe ex UK Equities | 11.93% |
| Fixed Interest | 3.50% |
| Global Emerging Market Equitie | 4.35% |
| Japanese Equities | 10.87% |
| Money Market | 11.83% |
| North American Equities | 3.07% |
| Other International Equities | 14.26% |
| Others | 3.29% |
| UK Equities | 21.29% |
| Name | Weight |
|---|---|
| Asia Pacific ex Japan | 10.46% |
| Europe ex UK | 11.93% |
| Global Emerging Markets | 4.35% |
| International | 14.25% |
| Japan | 10.87% |
| Money Market | 11.83% |
| North America | 3.07% |
| Not Specified | 11.95% |
| UK | 21.29% |
| Name | Weight |
|---|---|
| Alternative Assets | 5.15% |
| Asia/Pacific ex Japan Equities | 10.46% |
| Europe ex UK Equities | 11.93% |
| Fixed Interest | 3.50% |
| Global Emerging Market Equitie | 4.35% |
| International Equities | 14.26% |
| Japanese Equities | 10.87% |
| Money Market | 11.83% |
| North American Equities | 3.07% |
| Others | 3.29% |
| UK Equities | 21.29% |
| Name | Weight |
|---|---|
| JOHCM UK OPPORTUNITIES A ACC | 4.97% |
| POLAR CAPITAL GLOBAL INSURANCE | 4.88% |
| BLACKROCK CONTINENTAL EUROPEAN | 4.78% |
| CATCO REINSURANCE OPPORTUNITIE | 4.70% |
| LINDSELL TRAIN GLOBAL JAPANESE | 4.46% |
| MATTERLEY UNDERVALUED ASSETS | 4.32% |
| FRANKLIN UK EQUITY INCOME A AC | 4.26% |
| CAZENOVE UK SMALLER COMPANIES | 3.88% |
| SWIP STRATEGIC BOND A ACC | 3.72% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
