EF 8AM Tactical Growth A Inc
Flexible InvestmentPricing frequency
Daily
Dealing cut off time
11:00
Type
OEIC
Yield
3.40%
NAV
137.89p
Ongoing charge
1.47%
Latest actual NAV date
27-03-2024
ISIN
GB00B9C65S15
UCITS
No
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Growth of 10k
Asset allocation
Top 10 holdings
Holdings 29/02/2024 | % of assets |
---|---|
LXI REIT Ord | 5.22 |
Taylor Maritime Investments Ord | 4.92 |
Melrose Industries PLC | 4.61 |
Smurfit Kappa Group PLC | 4.03 |
BAE Systems PLC | 4.02 |
Alphabet Inc Class A | 3.99 |
Next PLC | 3.88 |
Sequoia Economic Infrastructure Inc Ord | 3.66 |
Glanbia PLC | 3.31 |
Roche Holding AG | 3.28 |
Investment objective
The objective of the Fund is to provide long term capital appreciation. The Fund will seek to achieve its investment objective through investment in a diversified portfolio of collective investment schemes, transferable securities (including investment trusts), warrants, deposits and money market instruments.
Morningstar ratingTM
Morningstar sustainability ratingTM
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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