To maximise total return in GBP terms.
Name | % Net Assets |
---|---|
BANK OF AMERICA CORP | 3.0% |
ALTRIA GROUP INC | 2.3% |
WELLS FARGO & CO | 2.3% |
EXELON CORP | 2.2% |
GENERAL ELECTRIC CO | 2.2% |
CHEVRON CORP | 2.1% |
EXXON MOBIL CORP | 2.1% |
PFIZER INC | 2.0% |
INTERNATIONAL BUSINESS MACHINES CORP | 1.9% |
WAL-MART STORES INC | 1.9% |
Key | % Net Assets |
---|---|
BANK OF AMERICA CORP | 3.0% |
ALTRIA GROUP INC | 2.3% |
WELLS FARGO & CO | 2.3% |
EXELON CORP | 2.2% |
Other | 90.2% |
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 | 30/11/2002 |
---|---|
Fund Manager | US Equity Team |
TER | - |
Minimum Investment | |
---|---|
Initial | 100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.65% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.04 |
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