The Fund's sole aim is capital growth by investing principally in the equities of UK companies with high growth potential. Income considerations are ignored.
Name | % Net Assets |
---|---|
BP | 8.6% |
HSBC | 6.7% |
Royal Dutch Shell | 6.6% |
Vodafone Group | 4.4% |
BAT | 4.3% |
GlaxoSmithKline | 4.1% |
Tesco | 3.6% |
BG | 3.6% |
AstraZeneca | 3.0% |
Reckitt Benckiser | 2.8% |
Key | % Net Assets |
---|---|
BP | 8.6% |
HSBC | 6.7% |
Royal Dutch Shell | 6.6% |
Vodafone Group | 4.4% |
Other | 73.7% |
Date | 14-Dec-2020 |
---|---|
NAV | 14.65p |
Currency | GBP |
Change | 0.34p |
% | 2.37% |
YTD change | 14.65p |
YTD % | n/a |
Fund Inception | 17/12/1968 |
---|---|
Fund Manager | Simon Murphy |
TER | 1.66 (30-Nov-2013) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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