CF Taylor Young Global Growth D Inc
Latest (Mid) Price:
GBX 96.39
Day Change:
-0.85%
| Shares Class | Inc. |
|---|---|
| Yield | 0.65 |
| Total Expense Ratio | 1.61 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 19,640,000.00 | Launch Date | 03/04/2007 | Standard Initial Charge (%) | 2.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.85 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000,000.00 | Total Expense Ratio (%) | 1.61 |
| ISIN | GB00B1V2NX50 | Min Topup (£) | 0.00 |
Fund Objective
The investment objective of the CF Taylor Young Global Growth Fund is to provide capital growth and income by investing in a diversified portfolio of UK and overseas equities using a thematic, research-led investment process to identify and capture growth opportunities in the global economy.
Fund Managers
Peter Thomson
PETER THOMSON graduated with a BSc (Honours) in Mathematics and Statistics from University of London in 1986. He joined Taylor Young in 2004 as the chief investment officer from Gerrard Limited where he spent eighteen years managing private client, trust and charity mandates. At Gerrard he chaired the investment process committee and, latterly, was head of the global strategies division. At Taylor Young he leads the investment team and research functions and in May 2006 was appointed as chief executive officer and head of the executive committee. He qualified as a Member of the Stock Exchange specialising in Investment Analysis, Private Client Investment Management and Regulation and is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Asset Breakdown
| Name | Weight |
|---|---|
| Europe ex UK Equities | 4.84% |
| Money Market | 8.76% |
| North American Equities | 15.11% |
| UK Equities | 71.29% |
Region Breakdown
| Name | Weight |
|---|---|
| Continental Europe | 4.84% |
| Money Market | 8.76% |
| North America | 15.11% |
| UK | 71.29% |
Sector Breakdown
| Name | Weight |
|---|---|
| Basic Materials | 4.25% |
| Consumer Goods | 5.81% |
| Consumer Services | 7.61% |
| Financials | 8.63% |
| Health Care | 5.14% |
| Industrials | 17.53% |
| Money Market | 8.76% |
| Non-Rated | 19.95% |
| Oil & Gas | 9.85% |
| Technology | 2.52% |
| Telecommunications | 9.31% |
| Utilities | 0.64% |
Top 10 Holdings
| Name | Weight |
|---|---|
| ROYAL DUTCH SHELL | 5.53% |
| VODAFONE GROUP | 5.50% |
| AVANTI COMMUNICATIONS GROUP PL | 3.81% |
| DIAGEO | 3.73% |
| BG GROUP | 3.60% |
| STANDARD CHARTERED | 3.36% |
| IMI | 2.78% |
| BHP BILLITON LIMITED | 2.49% |
| ITE GROUP | 2.48% |
| SMITHS GROUP | 2.42% |
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.
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