To seek long-term capital growth.
Name | % Net Assets |
---|---|
BP | 9.3% |
Royal Dutch Shell | 5.0% |
Barclays | 4.0% |
Vodafone Group | 4.0% |
HSBC Holdings | 3.7% |
BAE Systems | 3.5% |
British American Tobacco | 3.3% |
GlaxoSmithKline | 3.1% |
AstraZeneca | 2.8% |
BHP Billiton | 2.3% |
Key | % Net Assets |
---|---|
BP | 9.3% |
Royal Dutch Shell | 5.0% |
Barclays | 4.0% |
Vodafone Group | 4.0% |
Other | 77.7% |
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 | 23/07/2001 |
---|---|
Fund Manager | Stephen Whittaker |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 100 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.06 |
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