Aims to achieve a total return (i.e. a combination of capital growth and income) exceeding that of the FTSE All-Share Index
Name | % Net Assets |
---|---|
ROYAL DUTCH SHELL | 5.2% |
BP PLC | 4.8% |
BRITISH AMERICAN TOBACCO PLC | 4.7% |
GLAXOSMITHKLINE PLC | 4.6% |
ASTRAZENECA PLC | 4.5% |
VODAFONE GROUP PLC | 4.3% |
HSBC HOLDINGS PLC | 3.8% |
BG GROUP PLC | 3.6% |
IMPERIAL TOBACCO GROUP PLC | 3.1% |
REED ELSEVIER PLC | 3.0% |
Key | % Net Assets |
---|---|
ROYAL DUTCH SHELL | 5.2% |
BP PLC | 4.8% |
BRITISH AMERICAN TOBACCO PLC | 4.7% |
GLAXOSMITHKLINE PLC | 4.6% |
Other | 80.7% |
Date | 13-Sep-2021 |
---|---|
NAV | 556.96p |
Currency | GBP |
Change | 1.51p |
% | 0.27% |
YTD change | 556.96p |
YTD % | n/a |
Fund Inception | 17/10/2011 |
---|---|
Fund Manager | n/a |
TER | 1.65 (31-Jul-2012) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
You are here: research