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Drogo's Fund

Fund Price
135.53p
Days Change
0.0  0.0%
Benchmark
 
Benchmark: FTSE All Share , Inception: 21st May '10, Ticker : DRO


Aim for 12% average pa.


Valuation

Cash Balance£406,995.00
Equity Value£948,337.50
Total Value£1,355,332.50

Total Gains/Losses

Realised Gains/Losses £275,213.26
Unrealised Gains/Losses £80,131.93
Total £355,345.19

Performance vs FTSE All Share (rebased)

Returns (as of close May 24, 2013)

DRO Returns Quintile  FTSE All Share
1 week 0.40% B -0.59%
1 month 2.21% C 3.93%
3 month -6.91% E 5.11%
6 month -1.13% D 15.39%
1 year 17.88% B 28.14%
2 year -12.76% D 15.05%
3 year 35.53% B 34.30%
inception 35.53%
annualised 10.63%

Compliance

% Equity: (must be > 60% )70.0%

Largest Holding: (must be < 25% )10.7%

Num Stocks: ( 5 > between < 50 ) 13

For more info on compliance matters click here.

Asset Allocation


Recent DRO Activity

Fri 3:05pm Interserve
sold 8,000@ 481.8
16th May Photo-Me International
bought 50,000@ 83
16th May Kentz
bought 20,000@ 393.6
16th May Taihua
bought 2,000,000@ 4.5
15th May IQE
bought 100,000@ 22.5
15th May Sylvania Platinum
bought 300,000@ 11.25
15th May Topps Tiles
sold 50,000@ 65
15th May Coastal Energy Co
sold 25,000@ 1210
23rd Apr Interserve
bought 8,000@ 475.3
23rd Apr Topps Tiles
bought 50,000@ 69.75
 

13 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Cineworld 484 324.5p 0.3% 10,000 281p 32,450.0 +4,167 +14.7%
DQ Entertainment 5.74 15.63p -1.6% 150,000 42.33p 23,437.5 -40,475 -63.3%
Entertainment One 515.9 192p -0.5% 50,000 132p 96,000.0 +29,571 +44.5%
Falkland Oil and Gas 83.3 26p -1.0% 30,000 89p 7,800.0 -19,074 -71.0%
Harvey Nash 51.0 70p 2.2% 100,000 55p 70,000.0 +14,643 +26.5%
IQE 145.3 21.5p -4.4% 200,000 25.75p 43,000.0 -8,834 -17.0%
Judges Scientific 69.1 1295p -0.1% 8,000 415p 103,600.0 +70,184 +210.0%
Kentz 469.2 396p -0.9% 30,000 392.5p 118,800.0 +284 +0.2%
Pan European Terminals 22.0 21.25p   600,000 15.53p 127,500.0 +33,694 +35.9%
Photo-Me International 291.4 82p 4.5% 50,000 83p 41,000.0 -770 -1.8%
Sylvania Platinum 32.4 11p   300,000 11.25p 33,000.0 -969 -2.9%
Taihua 3.47 4.25p   2,500,000 5.8p 106,250.0 -39,692 -27.2%
Tethys Petroleum 134.9 48.5p 2.1% 300,000 35.8p 145,500.0 +37,402 +34.6%