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JoFund

Fund Price
75.23p
Days Change
0.0  0.0%
Benchmark
0.4%
Benchmark: FTSE Small Cap , Inception: 17th Aug '09, Ticker : JOF


No Description Given.


Valuation

Cash Balance£1.79
Equity Value£752,320.16
Total Value£752,321.95

Total Gains/Losses

Realised Gains/Losses £-254,700.15
Unrealised Gains/Losses £5,870.85
Total £-247,037.18

Performance vs FTSE Small Cap (rebased)

Returns (as of close May 20, 2013)

JOF Returns Quintile  FTSE Small Cap
1 week 3.37% A 2.13%
1 month 9.08% A 5.95%
3 month -1.80% D 7.31%
6 month 7.37% C 23.66%
1 year 25.87% B 37.19%
2 year 9.79% B 21.85%
3 year 6.34% C 41.86%
inception -24.77%
annualised -7.29%

Compliance

% Equity: (must be > 60% )100.0%

Largest Holding: (must be < 25% )51.5%

Num Stocks: ( 5 > between < 50 ) 8

This Fund is not compliant with the ranking Rules. It will be removed from leaderboards while uncompliant.

For more info on compliance matters click here.

Asset Allocation


Recent JOF Activity

14th May Iofina
bought 18,007@ 235
14th May Coastal Energy Co
sold 3,637@ 1160
16th Apr Iofina
bought 97,603@ 184.75
16th Apr Indigovision
sold 12,859@ 346
16th Apr EnQuest
sold 45,750@ 128.8
16th Apr BG
sold 4,500@ 1069.5
16th Apr Circle Oil
sold 83,045@ 16
28th Mar Lo-Q
bought 8,077@ 615
27th Mar Xcite Energy
sold 13,647@ 112.25
27th Mar Oxford BioMedica
sold 1,399,139@ 1.6
 

8 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Gulf Keystone Petroleum 1,297 149.5p 1.0% 72,804 204.69p 108,842.0 -41,151 -27.4%
Iofina 304.8 243.5p 1.7% 159,021 162.94p 387,216.1 +126,428 +48.5%
Kenmare Resources 747.4 29.87p 1.2% 127,861 38.99p 38,192.1 -12,053 -24.0%
Lo-Q 116.5 605p 0.4% 8,077 615p 48,865.9 -1,130 -2.3%
Ophir Energy 2,273 383.1p -0.9% 15,461 449.8p 59,231.1 -10,765 -15.4%
SOCO International 1,330 401.8p 0.2% 14,088 445.7p 56,605.6 -6,612 -10.5%
Tullow Oil 9,477 1054p 1.0% 3,802 1366p 40,073.1 -12,212 -23.4%
Wessex Exploration 12.5 1.68p -2.9% 793,693 6.25p 13,294.4 -36,634 -73.4%