To provide capital growth and income by investing in a diversified portfolio of UK and overseas equities using a thematic, research - led investment process. No less than 60% and no more than 80% of the portfolio may be invested in the UK.
Name | % Net Assets |
---|---|
BG GROUP | 3.6% |
AUTONOMY CORP | 3.5% |
ROYAL DUTCH SHELL B ORD | 3.2% |
TESCO | 3.2% |
BHP BILLITON | 3.2% |
IMI | 3.1% |
CHARTER INTERNATIONAL PLC | 3.1% |
BARCLAYS | 2.7% |
BP | 2.7% |
PRUDENTIAL | 2.7% |
Key | % Net Assets |
---|---|
BG GROUP | 3.6% |
AUTONOMY CORP | 3.5% |
ROYAL DUTCH SHELL B ORD | 3.2% |
TESCO | 3.2% |
Other | 86.5% |
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 Inception | 03/04/2007 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | n/a |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research