Walbrock Long Fund

Fund Price
100.06p
Days Change
0.0  0.0%
Benchmark
0.3%
Benchmark: FTSE Small Cap , Inception: 9th Feb, Ticker : WLF


My Long-fund.


Valuation

Cash Balance£984,299.00
Equity Value£16,340.00
Total Value£1,000,639.00

Total Gains/Losses

Realised Gains/Losses £0.00
Unrealised Gains/Losses £639.00
Total £639.00

Performance vs FTSE Small Cap (rebased)

Returns (as of close May 25, 2018)

WLF Returns Quintile  FTSE Small Cap
1 week 0.0% D -0.8%
1 month -0.1% E 3.1%
3 month 0.1% D 4.4%
inception 0.1%
annualised 0.2%

Compliance

% Equity: (must be > 60% )1.6%

Largest Holding: (must be < 25% )1.6%

Num Stocks: ( 5 > between < 50 ) 1

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


About the Manager

Orangetree

Walter's passion is writing an alternative viewpoint on UK Companies. It gives readers another opinion other than your usual brokerage coverage. There is a minimum of seven posts per week by clicking here:   http://walbrockresearch.com/ho... Alternatively, Walter will try to post twice per week on Stockopedia.  You can follow Walter on Twitter for the latest tweets on other companies releasing their results, here: https://twitter.com/Wh_biz32/l... more »

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Recent WLF Activity

11th Apr Epwin
bought 20,000@ 78
 

1 Holdings

Company Name MktCap £m Last Trade Change Shares Price Paid £ Mkt Value Gain/Loss % Gain/Loss
Epwin £116.8 81.7p 0.2% 20,000 78p 16,340.0 +639 +4.1%
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