The UK Equity Blend Fund aims to provide long term capital growth and income.
Name | % Net Assets |
---|---|
Royal Dutch Shell | 4.8% |
GlaxoSmithKline | 4.1% |
BP | 4.1% |
BG Group | 3.8% |
HSBC Holdings | 3.5% |
Vodafone Group | 3.5% |
BHP Billiton | 2.3% |
Barclays | 2.0% |
British American Tobacco | 2.0% |
Shire | 1.9% |
Key | % Net Assets |
---|---|
Royal Dutch Shell | 4.8% |
GlaxoSmithKline | 4.1% |
BP | 4.1% |
BG Group | 3.8% |
Other | 83.2% |
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 | 08/04/2005 |
---|---|
Fund Manager | n/a |
TER | - |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | 3.00% |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.03 |
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