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Massive's Fund

Fund Price
158.70p
Days Change
0.0  0.0%
Benchmark
 
Benchmark: FTSE 100 , Inception: 18th May '09, Ticker : RMC


capital


Valuation

Cash Balance£6,695.54
Equity Value£1,580,336.60
Total Value£1,587,032.14

Total Gains/Losses

Realised Gains/Losses £151,532.09
Unrealised Gains/Losses £417,941.60
Total £770,623.18

Performance vs FTSE 100 (rebased)

Returns (as of close May 17, 2013)

RMC Returns Quintile  FTSE 100
1 week 5.47% A 1.44%
1 month 9.02% A 6.08%
3 month 3.20% B 5.68%
6 month 19.06% B 19.31%
1 year 65.83% A 23.73%
2 year 42.01% A 12.99%
3 year 25.08% B 27.07%
inception 58.70%
annualised 12.24%

Compliance

% Equity: (must be > 60% )99.6%

Largest Holding: (must be < 25% )24.1%

Num Stocks: ( 5 > between < 50 ) 13

For more info on compliance matters click here.

Asset Allocation


Recent RMC Activity

6th Mar '12 InvesCo Property Income Trust
sold 551,948@ 1.05
6th Mar '12 InvesCo Property Income Trust
sold 25,000@ 1.05
3rd Jun '10 WM Morrison Supermarkets P L C
bought 30,280@ 267.4
1st Jun '10 Kazakhmys
bought 16,997@ 1169
5th Mar '10 West China Cement
sold 48,571@ 572
5th Mar '10 Nighthawk Energy
bought 149,517@ 25.25
3rd Mar '10 Pace
bought 29,186@ 170.2
3rd Mar '10 Pace
bought 1,817@ 171.9
3rd Mar '10 Kazakhmys
sold 4,479@ 1459
3rd Mar '10 Max Petroleum
sold 10,689@ 20.25
 

13 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
BP 89,660 469.95p 0.9% 38,827 511.75p 182,467.5 -17,522 -8.8%
Kazakhmys 1,772 338.4p -1.9% 16,997 1169p 57,517.8 -142,468 -71.2%
Ladbrokes 1,973 215p 0.2% 20,698 144p 44,500.7 +14,502 +48.3%
Lloyds Banking 44,691 62.84p 3.2% 85,822 96.2p 53,930.5 -29,166 -35.1%
Nighthawk Energy 35.7 4.2p -6.6% 149,517 25.25p 6,279.7 -31,718 -83.5%
Pace 834.5 267.4p 0.9% 31,003 170.3p 82,902.0 +29,753 +56.0%
PayPoint 608.8 897p   11,662 511.12p 104,608.1 +44,614 +74.4%
Royal Bank of Scotland 37,762 336.8p 5.7% 113,673 43.7p 382,850.7 +332,853 +665.7%
Taylor Wimpey 3,279 101.5p 2.3% 178,982 47.86p 181,666.7 +95,450 +110.7%
Tesco 30,681 380.8p 1.8% 19,612 354.6p 74,682.5 +4,686 +6.7%
Unilever 80,564 2845p 0.2% 2,387 1914p 67,910.2 +21,926 +47.7%
Vodafone 96,707 197.7p 0.3% 128,613 127.07p 254,267.9 +89,775 +54.6%
WM Morrison Supermarkets… 6,657 286.5p 1.4% 30,280 267.4p 86,752.2 +5,257 +6.5%