Junior Oils Trust Class P Accumulation

Name
Junior Oils Trust Class P Accumulation
Manager
Marlborough Fund Managers Limited
Type
Unit Trust
ISIN
GB00BH57C751
Sector
Specialist
Launched
13/12/2013
OCF
1.23 %
Risk Rating
5
3 Year Sharpe
-0.07
3 Year Alpha
-4.16
Yield
0 %
Benchmark
FTSE 350 Oil&Gas Producers TR GBP
The investment objective of the fund is to provide long-term capital growth from a global portfolio of small to medium capitalisation companies specialising in oil exploration and production. There may be occasions in light of adverse market conditions where the Investment Manager chooses to hold a high level of bonds and government securities.
Holding %
Carnarvon Petroleum Ltd 7.92 %
Cooper Energy Ltd 6.30 %
Ophir Energy PLC 5.35 %
Questerre Energy Corp A 5.31 %
FAR Ltd 5.10 %
Parkmead Group (The) PLC 3.90 %
Africa Oil Corp 3.75 %
MEG Energy Corp 3.47 %
Real Energy Corp Ltd 3.37 %
Tamarack Valley Energy Ltd 3.28 %
Region %
Canada 42.75 %
Australasia 27.53 %
United Kingdom 24.82 %
Sector %
Energy 100.00 %
Name
Marlborough Fund Managers Limited
Address
BL1 4QP, Bolton, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Angelos Damaskos
Joined 09/21/2004

Data provided by Morningstar.

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