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EF WM Global Corporate Autonomies I Inc

ISIN: GB00BV0LRY25 | MEX: N/A | CITI: BN2H

  • Buy 218.32 GBX

  • Sell 218.32 GBX

  • Price Change 0.78010%

Past Performance

  • 13th May 2020 to 13th May 202129.38%
  • 13th May 2021 to 13th May 20226.37%
  • 13th May 2022 to 13th May 20236.78%
  • 13th May 2023 to 13th May 202413.97%
  • 13th May 2024 to 13th May 2025-0.49%
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Objectives and Approach

The Fund's principal objective is capital growth with income generation being of secondary importance.

Key Information

Inception 30th Mar 2015
Historic Yield 1.1659%
Sector IA Global
Fund Size £12.770mn
Fund Type OEIC
Classification Income

Charges

Total Ongoing Charges 
Please note that whilst we endeavour to show all charges associated with specific funds, sometimes this is not possible due to the information not being made available by the fund provider. In such cases transaction or incidental cost information may be missing. 		1.19%
Initial Charge 0%
AMC 0.55%
Our Platform Charge
We charge a platform fee of 0.30%. Our charges are shown on our rates and charges sheet 		0.30%

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		1.19%
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Performance

  • Chart Options

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      Current Comparators


      • Cumulative Performance

        1 month3 months6 months1 year3 years5 years
        7.87% -4.77% 0.81% -0.49% 21.10% 66.66%

        Important Information
        Headline performance can mask the true characteristics of a fund. Without fully understanding how a fund is managed, you may inadvertently become exposed to an undesirable level of risk to your capital. Some funds carry a dilution levy which reduces the number of units realised on any initial investment as an initial charge. If this fund carries such a levy it should be detailed in the Key Investor Information Document (KIID), which we must provide and you should read before investing.

        The charts and performance data shown are supplied by an external data provider and may contain data that appears to precede the introduction of the clean unit class for this fund. In such cases, historical data has been synthesised at the entire discretion of that external provider as realistically as possible using historical data recorded against the previously available commission-paying version of the fund, adjusting for fees in the process.



      Composition

      View Fund Allocation by:

      TOP 10 HOLDINGS TOP 10 ASSETS TOP 10 SECTORS TOP 10 GEOGRAPHIES

      Important Documents


      The documents listed below are the latest versions made available to our data provider by the fund management group, but may not necessarily reflect the applicable charges that would be levied should you purchase this fund via Charles Stanley Direct. You should treat the charges and other figures shown in the 'Overview' tab as accurate.

      Key Investor Information Document This document, issued by the product provider, provides key information about an investment product. The information is required by law to help potential investors understand the nature, risks, costs, potential gains and losses of the product and enable comparison with other products.
      KEY INVESTOR INFORMATION DOCUMENT
      370,457 bytes PDF Document; last updated 05 Feb 2025
      GET ADOBE READER

      Management Team

      Chris Moore has managed this fund for 10 years and 2 months.

      Chris Moore Chris graduated in Sports Business from Loughborough University in 1993. His first job introduced him to trading commodities at one of the largest privately owned traders in the world. He then worked for various investment companies before setting up his own investment business, in 2005.The business was set up to provide "intelligent investment solutions" to clients and during the last financial crisis the strategies were put to the test, all coming through with flying colours. Chris formed WM Capital Management in order to allow other IFA's and wealth management businesses the opportunity to employ some of the best researched and proven investment solutions with their clients.

      Manager Cumulative Performance v Peer Group

      Performance Graph

      All funds managed by Chris

      Name of Security Sole/Co Managed Since
      EF WM Gbl Corp Autonomies Sole Mar 2015

      Investment involves risk. You may get back less than invested.