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Onyx Fund

Fund Price
76.17p
Days Change
0.5  0.7%
Benchmark
-0.2%
Benchmark: FTSE 100 , Inception: 6th Aug '12, Ticker : ONYX


Solid defensive core, blended with high growth potential speculations.


Valuation

Cash Balance£85.54
Equity Value£761,605.56
Total Value£761,691.10

Total Gains/Losses

Realised Gains/Losses £0.00
Unrealised Gains/Losses £-238,308.44
Total £-238,308.44

Performance vs FTSE 100 (rebased)

Returns (as of close Jun 18, 2013)

ONYX Returns Quintile  FTSE 100
1 week -1.67% D -0.41%
1 month -7.43% E -4.69%
3 month -2.87% C -1.74%
6 month -1.05% D 7.81%
inception -24.37%
annualised -27.57%

Compliance

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

Largest Holding: (must be < 25% )29.8%

Num Stocks: ( 5 > between < 50 ) 5

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 Onyx Activity

6th Aug '12 SABMiller
bought 6,960@ 2854.5
6th Aug '12 RusPetro
bought 132,556@ 149.9
6th Aug '12 Falkland Oil and Gas
bought 235,149@ 84.5
6th Aug '12 Diageo
bought 11,678@ 1701.5
6th Aug '12 British American Tobacco
bought 5,701@ 3485
 

5 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
British American Tobacco 66,826 3480.9p 0.1% 5,701 3485p 198,446.1 -1,525 -0.8%
Diageo 47,559 1897.69p 0.6% 11,678 1701.5p 221,612.2 +21,619 +10.8%
Falkland Oil and Gas 84.0 26.98p   235,149 84.5p 63,443.2 -136,549 -68.3%
RusPetro 126.7 38.5p 1.3% 132,556 149.9p 51,034.1 -148,959 -74.5%
SABMiller 51,744 3262.5p 0.6% 6,960 2854.5p 227,070.0 +27,105 +13.6%