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DavidPrior's Fund

Benchmark: FTSE 100

Inception: 8th Mar, Ticker : DWP

Fund Price

156.66p

Change
1.5 (1.0%)
Benchmark
1.1%
 

This Fund is not compliant with Stockopedia's Ranking Rules. It will be removed from the ranking tables until it returns to full compliance.

Description

Research is key!

Valuation

Cash Balance£100,409.00
Equity Value£1,466,173.16
Total Value£1,566,582.16


Performance vs FTSE 100

Total Gains/Losses

Realised Gains/Losses £165,447.48
Unrealised Gains/Losses £401,133.49
Total £566,580.97

Returns (as of close Sep 8, 2010)

DWP Returns Quintile  FTSE 100
1 week 2.48% C 3.91%
1 month 0.25% C 1.82%
3 month 0.60% D 5.92%
6 month N/A C -3.04%
inception 55.13%
annualised 138.99%

Asset Allocation:

Compliance

% Equity: (must be > 60% )93.6%

Largest Holding: (must be < 25% )27.5%

Num Stocks: ( 5 > between < 50 ) 13

For more info on compliance matters click here.




Trade

13 Holdings

Company Name Last Trade Change Shares Price Paid Market Value Gain/Loss % Gain/Loss
Rockhopper Exploration 330.50 2.8 (0.8%) 130,482 53.32 431,243.01 +361,210.34 +515.77%
Chariot Oil & Gas 130.75 -0.3 (-0.2%) 50,000 68.50 65,375.00 +30,902.00 +89.64%
Gulf Keystone Petroleum 116.75 1.3 (1.1%) 100,000 87.25 116,750.00 +28,933.00 +32.95%
Borders & Southern Petrol… 74.25 1.0 (1.4%) 100,000 61.50 74,250.00 +12,350.00 +19.95%
Lloyds Banking Group 74.83 2.5 (3.5%) 25,000 56.21 18,707.50 +4,563.50 +32.26%
Aberdeen Asset Management 140.20 2.1 (1.5%) 15,000 123.40 21,030.00 +2,400.00 +12.88%
Aurelian Oil & Gas Plc   45.00 1.0 (2.3%) 25,000 37.00 11,250.00 +1,940.00 +20.84%
Circle Oil   35.50 2.5 (7.6%) 100,000 35.50 35,500.00 -231.00 -0.65%
Sterling Energy 120.00 0.0 (0.0%) 15,000 135.50 18,000.00 -2,457.00 -12.01%
Falkland Oil & Gas 117.50 -0.5 (-0.4%) 35,000 137.00 41,125.00 -7,137.00 -14.79%
Investec (plc) 496.80 6.2 (1.3%) 18,449 538.50 91,654.63 -8,339.37 -8.34%
Desire Petroleum 97.25 1.0 (1.0%) 424,872 98.97 413,188.02 -10,039.98 -2.37%
G4s Plc 256.20 1.3 (0.5%) 50,000 280.30 128,100.00 -12,961.00 -9.19%