Old Mutual Ethical A Inc

IMA Sector:

UK All Companies

ISIN:

GB00B1XG7T92

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2024
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

To seek long term capital growth.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Old Mutual Ethical A Inc
3 year Old Mutual Ethical A Inc
1 Year Old Mutual Ethical A Inc
6 Month Old Mutual Ethical A Inc
1 Month Old Mutual Ethical A Inc

Top 10 Holdings

Name % Net Assets
Vodafone 8.0%
Tesco 5.7%
National Grid 4.2%
Vedanta Resource 3.9%
Scottish & Southern 3.7%
Autonomy Corporation 3.6%
Centrica 3.5%
Cadbury 3.4%
Capita 3.3%
Experian 3.3%

Holdings Breakdown

Holding Chart
Key % Net Assets
Vodafone 8.0%
Tesco 5.7%
National Grid 4.2%
Vedanta Resource 3.9%
Other 78.2%

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date n/a
Bid 0.00
Offer 0.00
Currency n/a
Change 0.00
% n/a
YTD change 0.00
YTD % n/a

Fund Facts

Fund Inception 01/03/1998
Fund Manager Quantitative Strategies Team
TER 1.79 (31-Dec-2009)
Minimum Investment
Initial 1000
Additional n/a
Savings 250
Charges
Initial 4.00%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
No risk data available.

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