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Rathbone Dragon Trust Inc (0P0000259V)

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2.64 -0.01    -0.37%
19/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 56.4M
Type:  Fund
Market:  United Kingdom
Issuer:  Rathbone Unit Trust Management Limited
ISIN:  GB0008467879 
Asset Class:  Equity
Rathbone Dragon Trust Inc 2.64 -0.01 -0.37%

0P0000259V Overview

 
On this page you'll find an in-depth profile of Rathbone Dragon Trust Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0000259V among other information.
Category

GBP Aggressive Allocation

Total Assets

56.4M

Expenses

0.89%

Inception Date

Oct 01, 1999

Investment Strategy

The objective of the fund is to deliver a greater total return than the benchmark (made up of 30% FTSE 100; 35% FTSE North America; 10% FTSE Developed Europe excluding UK; 7% FTSE Japan; 8% FTSE AW Asia Pacific excluding Japan, Australia, New Zealand, India and Pakistan; 5% FTSE Emerging Markets; 5% Bank of England Base Rate), after fees, over any 10-year period. To meet the objective, the fund manager will invest globally in government and corporate bonds with no restriction on their credit quality, equities and commodities. Investment will be made directly in such assets or through collective investment schemes.

Contact Information

Address 8 Finsbury Circus
London, EC2M 7AZ
United Kingdom
Phone 020 7399 0399
Fax 020-7399-0057

Top Executives

Name Title Since Until
Clive Hexton Board Director 2011 Now
Biography "Clive is an investment director involved in the management of portfolios for larger complex family structures, including the management of bespoke family funds. Clive is a Chartered Fellow of the Chartered Institute for Securities and Investment and has an honours degree from London University. Prior to his career in the financial services, Clive served in the regular army as a commissioned officer with the Royal Regiment of Fusiliers."
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