To invest for capital growth with no distribution target by investing in a portfolio of UK equities primarily from the FTSE 350.
Name | % Net Assets |
---|---|
ROYAL DUTCH SHELL B ORD | 7.5% |
HSBC HLDGS | 6.6% |
VODAFONE GROUP | 5.4% |
BP | 5.2% |
GLAXOSMITHKLINE | 4.3% |
RIO TINTO | 3.4% |
BRITISH AMERICAN TOBACCO | 3.3% |
ASTRAZENECA PLC | 3.3% |
BHP BILLITON | 3.1% |
ANGLO AMERICAN | 2.5% |
Key | % Net Assets |
---|---|
ROYAL DUTCH SHELL B ORD | 7.5% |
HSBC HLDGS | 6.6% |
VODAFONE GROUP | 5.4% |
BP | 5.2% |
Other | 75.3% |
Date | 12-Aug-2014 |
---|---|
NAV | 16.55p |
Currency | GBP |
Change | 16.55p |
% | n/a |
YTD change | 16.55p |
YTD % | n/a |
Fund Inception | 01/06/1997 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £100 |
Savings | n/a |
Charges | |
---|---|
Initial | 3.50% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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