Key | % Net Assets |
---|---|
![]() |
7.9% |
![]() |
7.4% |
![]() |
7.1% |
![]() |
5.3% |
![]() |
72.3% |
Name | % Net Assets |
---|---|
Royal Dutch Shell | 7.9% |
BP | 7.4% |
HSBC Holdings | 7.1% |
Vodafone Group | 5.3% |
Glaxosmithkline | 4.2% |
BG Group | 3.0% |
AstraZeneca | 2.7% |
BHP Billiton | 2.6% |
British American Tobacco | 2.5% |
RIO TINTO | 2.3% |
No asset data available.
Date | 25-Apr-2025 |
---|---|
NAV | 91.78p |
Currency | GBP |
Change | 0.19p |
% | 0.21% |
YTD change | 2.52p |
YTD % | 2.82% |
Fund Inception | 16/03/1999 |
---|---|
Fund Manager | Ian McDonald |
TER | - |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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