


The UK Growth Trust aims to achieve capital growth over the longer-term.
| Name | % Net Assets |
|---|---|
| BP PLC | 8.6% |
| HSBC Holdings PLC | 8.3% |
| HSBC Holdings PLC | 7.3% |
| Vodafone Group PLC | 5.4% |
| GlaxoSmithKline PLC | 4.7% |
| HSBC HLDGS | 4.5% |
| ASTRAZENECA PLC | 3.3% |
| TESCO | 3.0% |
| BRITISH AMERICAN TOBACCO | 2.9% |
| BAE SYSTEMS | 2.9% |
| Key | % Net Assets |
|---|---|
| 8.6% | |
| 8.3% | |
| 7.3% | |
| 5.4% | |
| 70.4% |
| 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 | 24/03/2005 |
|---|---|
| Fund Manager | Peter Knapton |
| TER | 1.62 (07-Feb-2011) |
| Minimum Investment | |
|---|---|
| Initial | 500 |
| Additional | 250 |
| Savings | 50 |
| Charges | |
|---|---|
| Initial | 4.75% |
| Annual Mang't | 1.50% |
| Exit | n/a |
| Name | % |
|---|---|
| Standard deviation | 0.02 |
| Sharpe ratio | 0.04 |
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