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Gramsky's Fund

Fund Price
112.38p
Days Change
11.2  11.1%
Benchmark
 
Benchmark: FTSE 100 , Inception: 25th Jul '12, Ticker : GSKY


To make a profit buying shares in companies issuing final and interim results in the next weeks. DO NOT FOLLOW ME !


Valuation

Cash Balance£294,482.00
Equity Value£829,283.36
Total Value£1,123,765.36

Total Gains/Losses

Realised Gains/Losses £34,365.54
Unrealised Gains/Losses £89,398.36
Total £123,763.90

Performance vs FTSE 100 (rebased)

Returns (as of close Aug 14, 2012)

GSKY Returns Quintile  FTSE 100
1 week 0.58% B -0.50%
1 month N/A A* 3.87%
3 month N/A A* 5.03%
6 month N/A A* 14.35%
inception 1.18%
annualised 23.85%

Compliance

% Equity: (must be > 60% )73.8%

Largest Holding: (must be < 25% )3.2%

Num Stocks: ( 5 > between < 50 ) 37

For more info on compliance matters click here.

Asset Allocation


Recent GSKY Activity

15th Aug '12 Tribal
sold 23,445@ 86.5
15th Aug '12 BBA Aviation
sold 10,793@ 184.8
15th Aug '12 CLS Holdings
sold 3,010@ 676.5
15th Aug '12 Lookers
sold 30,569@ 68.5
15th Aug '12 Resolution
sold 9,328@ 232.6
15th Aug '12 Amlin
bought 5,179@ 383.6
15th Aug '12 Bovis Homes
bought 4,050@ 490.6
15th Aug '12 Afren
bought 15,658@ 126.9
15th Aug '12 James Fisher and Sons
bought 3,156@ 629.5
15th Aug '12 Gem Diamonds
bought 10,015@ 198.4
 

37 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Afren 1,488 135.9p -0.6% 15,658 126.9p 21,279.2 +1,280 +6.4%
Allocate Software 43.7 69p   26,144 76p 18,039.4 -1,960 -9.8%
Amec 3,120 1051p -0.5% 1,759 1129p 18,487.1 -1,501 -7.5%
Amlin 2,149 419.2p -0.5% 5,179 383.6p 21,710.4 +1,714 +8.6%
Aquarius Platinum 198.2 41p   50,689 39.2p 20,782.5 +783 +3.9%
Balfour Beatty 1,883 236.5p 0.1% 6,937 286.4p 16,406.0 -3,591 -18.0%
Bovis Homes 1,008 744.5p -1.4% 4,050 490.6p 30,152.3 +10,154 +50.8%
BP 91,234 476.4p -0.2% 4,454 446.05p 21,218.9 +1,223 +6.1%
Brammer 396.3 337p -0.7% 8,012 248p 27,000.4 +7,001 +35.0%
Cineworld 484 324.5p 0.3% 8,801 225.75p 28,559.2 +8,562 +42.8%
Cobham 3,024 282.3p 0.1% 8,495 233.9p 23,981.4 +3,982 +19.9%
CRH 10,225 1390p -0.6% 1,610 1234p 22,379.0 +2,382 +11.9%
Dragon Oil 3,104 634.5p -1.3% 3,311 600p 21,008.3 +1,013 +5.1%
Eurasian Natural Resource… 3,419 254.8p -4.0% 4,718 421.1p 12,021.5 -7,976 -39.9%
Gem Diamonds 185.9 134p -0.4% 10,015 198.4p 13,420.1 -6,579 -32.9%
Glencore Xstrata 44,649 331.85p -1.5% 5,731 346.7p 19,018.3 -981 -4.9%
Greggs 416.5 410p -0.5% 3,858 515p 15,817.8 -4,180 -20.9%
Hikma Pharmaceuticals 1,912 970.5p 0.1% 2,788 712.5p 27,057.5 +7,064 +35.3%
Inchcape 2,537 549p 0.1% 5,125 387.7p 28,136.3 +8,137 +40.7%
International Consolidate… 5,162 273p -2.0% 12,265 162p 33,483.5 +13,485 +67.4%
Interserve 636.7 482.3p -1.4% 6,136 323.8p 29,593.9 +9,596 +48.0%
James Fisher and Sons 484.3 967p -0.3% 3,156 629.5p 30,518.5 +10,523 +52.6%
JKX Oil & Gas 96.1 56.25p 0.5% 21,597 92p 12,148.3 -7,850 -39.3%
John Menzies 447 718p -2.6% 3,080 645p 22,114.4 +2,119 +10.6%
John Wood 3,131 828p -1.2% 2,405 826p 19,913.4 -81 -0.4%
Jupiter Fund Management 1,579 335.6p -2.7% 9,068 219.1p 30,432.2 +10,435 +52.2%
LSL Property Services 395.8 379p -0.9% 7,884 252p 29,880.4 +9,883 +49.4%
Michael Page Internationa… 1,178 376.6p -0.9% 5,170 384.3p 19,470.2 -527 -2.6%
Millennium & Copthorne Ho… 1,793 550.5p -0.1% 4,033 492.6p 22,201.7 +2,206 +11.0%
Morgan Sindall 242.6 555p -0.4% 2,932 677.5p 16,272.6 -3,720 -18.6%
Persimmon 3,742 1220p -1.1% 2,959 671.5p 36,099.8 +16,101 +80.5%
Petrofac 4,594 1340p -0.7% 1,275 1558p 17,085.0 -2,909 -14.5%
PPHE Hotel 130.8 315p   9,692 205p 30,529.8 +10,532 +52.7%
Rexam 4,159 523.5p -0.5% 4,505 441p 23,583.7 +3,588 +17.9%
Robert Walters 163.1 212p -0.8% 10,740 185p 22,768.8 +2,771 +13.9%
SDL 292.7 366p 0.3% 2,950 673.5p 10,797.0 -9,200 -46.0%
Spirent Communications 862.8 133.2p -0.9% 11,948 166.3p 15,914.7 -4,084 -20.4%