To achieve capital growth in the medium to long term.
Name | % Net Assets |
---|---|
BP | 9.1% |
HSBC HOLDINGS | 7.7% |
ROYAL DUTCH SHELL B SHARES | 7.3% |
VODAFONE GROUP | 6.1% |
GLAXOSMITHKLINE | 6.1% |
BG GROUP | 3.8% |
IMPERIAL TOBACCO GROUP | 3.2% |
RIO TINTO | 3.0% |
ANGLO AMERICAN | 2.5% |
BRITISH AMERICAN TOBACCO | 2.0% |
Key | % Net Assets |
---|---|
BP | 9.1% |
HSBC HOLDINGS | 7.7% |
ROYAL DUTCH SHELL B SHARES | 7.3% |
VODAFONE GROUP | 6.1% |
Other | 69.8% |
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 | 30/09/1981 |
---|---|
Fund Manager | Stuart FOWLER |
TER | - |
Minimum Investment | |
---|---|
Initial | 100000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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