To provide long-term capital growth
Name | % Net Assets |
---|---|
HSBC Holdings PLC (UK Reg) | 5.7% |
GlaxoSmithKline | 5.0% |
Unilever | 4.9% |
Tesco | 4.6% |
Vodafone Group | 4.2% |
Imperial Tobacco Group | 4.0% |
BT Group | 3.8% |
BG Group | 3.5% |
Anglo American | 3.1% |
Sage Group | 2.9% |
Key | % Net Assets |
---|---|
HSBC Holdings PLC (UK Reg) | 5.7% |
GlaxoSmithKline | 5.0% |
Unilever | 4.9% |
Tesco | 4.6% |
Other | 79.8% |
Date | 13-Sep-2018 |
---|---|
NAV | 180.50p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 180.50p |
YTD % | n/a |
Fund Inception | 01/06/1989 |
---|---|
Fund Manager | Chris Murphy |
TER | 1.62 (15-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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