The fund aims to achieve a level of income above the FTSE All Share Index together with capital growth.
Name | % Net Assets |
---|---|
ROYAL DUTCH SHELL | 8.0% |
Rio Tinto | 7.1% |
HSBC HLDGS | 6.3% |
RIO TINTO | 5.6% |
VODAFONE GROUP | 5.0% |
BHP BILLITON | 4.0% |
BG GROUP | 3.9% |
XSTRATA PLC | 3.6% |
GLAXOSMITHKLINE | 3.2% |
COMPASS GROUP | 2.8% |
Key | % Net Assets |
---|---|
ROYAL DUTCH SHELL | 8.0% |
Rio Tinto | 7.1% |
HSBC HLDGS | 6.3% |
RIO TINTO | 5.6% |
Other | 73% |
Date | 21-Nov-2024 |
---|---|
NAV | 130.80p |
Currency | GBP |
Change | 0.60p |
% | 0.46% |
YTD change | 5.70p |
YTD % | 4.56% |
Fund Inception | 05/03/1999 |
---|---|
Fund Manager | Malcolm Murray |
TER | 0.95 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | £3000000 |
Additional | £3,000,000 |
Savings | £50 |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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