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FP 8AM Focussed Fund A Inc

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  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider FP 8AM
Fund Summary The objective of the Fund is to achieve long-term capital growth.
SEDOL code B9L4T62
ISIN GB00B9L4T627
Fund code EIFAI
Managers Tom McGrath
Manager Tenure 6 years
Morningstar Category Currently unavailable
IMA Sector Flexible Investment
Fund Size £10 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 2.06%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.3081
Buy Price £1.3081
Price Change -0.4566%
Price Date 18th July 2019
Yield Currently unavailable
Dividend Frequency Semi-Annually
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 3rd May 2013
Fund Status OPEN
Began his investment career in 1989 with INVESCO / Perpetual as a private client advisor on their Managed Portfolio Service. In 1993 he became responsible for portfolio benchmarking and implementation of risk control for the retail range of funds. In 1999 he joined Close Bros as Specialist Sales Manager before joining Miton Investments in May 2001. Tom is jointly responsible for the management of the Arcturus Fund with Steve Brann.

3-year Mean Monthly Return: 0.670%

Annual Returns 2018 2017 2016 2015 2014 2013
Fund Performance -1.54% +6.53% +19.27% +2.83% +5.04% +0.82%
Benchmark Performance
+2.34% +5.22% +18.97% +3.76% +7.37%
Time Period Cumulative Benchmark Performance
Fund Compared to Benchmark
1 day -0.46% +0.11% -0.57%
1 week -0.40% +1.93% -2.33%
1 month 2.31% +1.96% +0.34%
3 months 2.81% +4.30% -1.49%
6 months 8.85% +7.42% +1.43%
1 year -2.02% +0.46% -2.49%
3 years 22.44% +32.19% -9.75%
5 years 37.36% +41.58% -4.22%
10 years Currently unavailable +134.70% Currently unavailable
YTD 14.39% +11.02% +3.38%
Since inception 30.81% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
ETFS Physical Swiss Gold ETC JEY 9.29%
L&G Cyber Security ETF IRL 7.34%
Worldwide Healthcare Ord GBR 7.10%
UBS(Irl) Ccy Allc Ret Strat GBP Q Acc IRL 7.07%
H2O Multireturns N/D GBP GBR 6.94%
L&G ROBO Global Rbtc and Atmtn ETF IRL 6.80%
VinaCapital Vietnam Opp Fund Ord GGY 6.59%
Smith & Williamson Artfcl Intllgnc B GBP IRL 6.47%
iShares Digitalisation ETF USD Acc IRL 5.62%
iShares Healthcare Innov ETF USD Acc IRL 5.33%

Currently unavailable