Betasurfer's Fund

Fund Price
89.92p
Days Change
-0.2  -0.3%
Benchmark
-3.6%
Benchmark: FTSE 100 , Inception: 22nd Mar '09, Ticker : BEF

Performance vs FTSE 100 (rebased)

Valuation

Cash Balance£856,072.00
Equity Value£43,130.16
Total Value£899,202.16

Total Gains/Losses

Realised Gains/Losses £105,416.08
Unrealised Gains/Losses £-206,858.84
Total £-100,798.20

Asset Allocation

About the Manager


Betasurfer

I seek to apply the fundamental principles of surfing to the capital markets...



Returns (as of close Mar 31, 2020)

BEF Returns Quintile  FTSE 100
1 week 0.4% E 4.1%
1 month -3.1% B -13.8%
3 month -4.4% B -24.8%
6 month -3.3% B -23.4%
1 year -3.4% B -22.1%
2 year -5.8% B -19.6%
3 year -6.8% B -22.5%
5 year -7.7% C -16.3%
inception -9.8%
annualised -0.9%

Compliance

% Equity: (must be > 60% )4.8%

Largest Holding: (must be < 25% )4.2%

Num Stocks: ( 5 > between < 50 ) 3

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.

Recent BEF Activity

6th Mar '12 Autonomy
sold 7,731@ 2549
28th Oct '10 Dana Petroleum
sold 1,871@ 1800
13th May '09 Dana Petroleum
bought 1,871@ 1327
8th May '09 Global Petroleum
bought 722,550@ 13.75
28th Apr '09 Medusa Mining
bought 125,760@ 79
23rd Mar '09 Barclays
bought 42,971@ 115.6
23rd Mar '09 Autonomy
bought 7,731@ 1285
 

3 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Barclays £16,308 88.6p -5.9% 42,971 115.6p 38,072.3 -11,925 -23.9%
Global Petroleum £1.20 0.7p   722,550 13.75p 5,057.9 -94,938 -94.9%
Medusa Mining £ n/a   125,760 79 0.0 -99,996 -100.0%
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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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