Capital appreciation.
Name | % Net Assets |
---|---|
GlaxoSmithKline | 5.0% |
BP | 4.8% |
Aviva | 4.7% |
BT Group | 4.4% |
Pearson | 3.9% |
Rexam | 3.6% |
Sumitomo Mitsui Financial Group | 3.5% |
Unilever | 3.4% |
Smith & Nephew | 3.1% |
ITV | 3.1% |
Key | % Net Assets |
---|---|
GlaxoSmithKline | 5.0% |
BP | 4.8% |
Aviva | 4.7% |
BT Group | 4.4% |
Other | 81.1% |
Date | 02-Aug-2018 |
---|---|
NAV | 2,093.87p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | 2,093.87p |
YTD % | n/a |
Fund Inception | 15/08/1990 |
---|---|
Fund Manager | Andrew Green |
TER | 1.58 (28-Jun-2013) |
Minimum Investment | |
---|---|
Initial | £3000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.35% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.13 |
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