Insight US Equity

IMA Sector:

North America

ISIN:

GB0008477571

Fund Type:

OEIC

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2024
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

The fund aims to achieve long term capital growth.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Insight US Equity
3 year Insight US Equity
1 Year Insight US Equity
6 Month Insight US Equity
1 Month Insight US Equity

Top 10 Holdings

Name % Net Assets
Exxon Mobil Corporation 3.9%
General Electric 2.7%
Microsoft Corp 2.2%
At&t 2.0%
Procter & Gamble 1.6%
Chevron 1.6%
Johnson & Johnson 1.4%
Bank Of America 1.4%
Apple Inc. 1.4%
Intel Corp 1.3%

Holdings Breakdown

Holding Chart
Key % Net Assets
Exxon Mobil Corporation 3.9%
General Electric 2.7%
Microsoft Corp 2.2%
At&t 2.0%
Other 89.2%

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: Forecast figures based on normalised accounts.

 

Price Info

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 Facts

Fund Inception 01/03/1986
Fund Manager Ian MacDonald
TER -
Minimum Investment
Initial 2000
Additional 1,000
Savings 100
Charges
Initial 4.00%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio -0.04

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