The Fund aims to achieve an above average level of capital growth through investing in the quoted securities of companies operating in the United Kingdom.
Name | % Net Assets |
---|---|
HSBC HLDGS | 8.7% |
Royal Dutch Shell | 8.2% |
BP | 7.9% |
VODAFONE GROUP | 5.4% |
GLAXOSMITHKLINE | 5.1% |
AstraZeneca | 3.4% |
Rio Tinto | 3.2% |
British American Tobacco | 3.1% |
BHP BILLITON | 2.9% |
BG Group | 2.8% |
Key | % Net Assets |
---|---|
HSBC HLDGS | 8.7% |
Royal Dutch Shell | 8.2% |
BP | 7.9% |
VODAFONE GROUP | 5.4% |
Other | 69.8% |
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 | 21/12/1999 |
---|---|
Fund Manager | David Benson |
TER | 1.68 (28-Nov-2008) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | 250 |
Savings | 50 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.07 |
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