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Spondy39's Fund

Fund Price
67.53p
Days Change
-0.3  -0.5%
Benchmark
0.1%
Benchmark: FTSE 100 , Inception: 26th Jan '10, Ticker : SPO


My fortune will favour my bravery


Valuation

Cash Balance£274,869.00
Equity Value£400,480.63
Total Value£675,349.63

Total Gains/Losses

Realised Gains/Losses £-63,371.43
Unrealised Gains/Losses £-357,574.98
Total £-420,409.20

Performance vs FTSE 100 (rebased)

Returns (as of close May 20, 2013)

SPO Returns Quintile  FTSE 100
1 week 0.08% D 1.97%
1 month -3.22% E 7.46%
3 month -16.44% E 5.90%
6 month -14.81% E 17.74%
1 year -19.05% E 28.25%
2 year -35.99% E 13.27%
3 year -47.62% E 30.97%
inception -32.15%
annualised -11.04%

Compliance

% Equity: (must be > 60% )59.3%

Largest Holding: (must be < 25% )16.7%

Num Stocks: ( 5 > between < 50 ) 8

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

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Asset Allocation


Recent SPO Activity

9th Aug '12 DEO Petroleum
sold 108,382@ 29.5
6th Mar '12 Highams Systems Services
sold 1,870,131@ 2.5
4th Mar '11 Unilever
sold 3,938@ 1828
30th Nov '10 Renesola
sold 31,440@ 353
5th Nov '10 Highams Systems Services
bought 1,870,131@ 4.25
5th Nov '10 Serica Energy
bought 182,854@ 40.75
4th Nov '10 Unilever
bought 3,938@ 1892
4th Nov '10 Ascent Resources
bought 1,490,261@ 5
4th Nov '10 Renesola
bought 31,440@ 395
2nd Nov '10 BT
sold 67,668@ 155.6
 

8 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Angel Mining 5.54 0.535p   1,192,208 5p 6,378.3 -53,620 -89.4%
Ascent Resources 1.54 0.72p   1,490,261 5p 10,729.9 -64,267 -85.7%
Empyrean Energy 13.5 5.81p   1,489,276 6p 86,526.9 -3,411 -3.8%
Enegi Oil 12.2 8.75p -4.1% 744,233 11.5p 65,120.4 -21,023 -24.4%
Gem Diamonds 186.2 130p -0.8% 86,655 229.3p 112,651.5 -87,339 -43.7%
Heritage Oil 381.3 153.49p 1.3% 24,114 412p 37,012.0 -62,983 -63.0%
Horizonte Minerals 26.6 7.38p   561,039 12.75p 41,376.6 -30,620 -42.5%
Serica Energy 37.5 22.25p 7.9% 182,854 40.75p 40,685.0 -34,312 -45.8%