The Fund focuses on providing a higher income with some potential for long-term capital growth.
Name | % Net Assets |
---|---|
BP | 4.6% |
HSBC | 3.9% |
Royal Dutch Shell B | 3.7% |
Glaxosmithkline | 3.6% |
Vodafone | 2.9% |
National Grid | 2.7% |
UK Treasury 4.75% 2015 | 2.2% |
Standard Chartered | 2.1% |
Scottish & Southern | 2.0% |
Anglo American | 1.9% |
Key | % Net Assets |
---|---|
BP | 4.6% |
HSBC | 3.9% |
Royal Dutch Shell B | 3.7% |
Glaxosmithkline | 3.6% |
Other | 84.2% |
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 | 09/02/2004 |
---|---|
Fund Manager | Richard Philbin |
TER | 1.97 (31-Jan-2010) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 1,000 |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.11 |
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