The scheme aims to provide a balance between capital growth and income growth.
Name | % Net Assets |
---|---|
BP | 6.0% |
ROYAL DUTCH SHELL B ORD | 4.4% |
VODAFONE GROUP | 4.4% |
HSBC HLDGS | 4.2% |
GLAXOSMITHKLINE | 3.9% |
CF CANLIFE UK SMALLER COMPANIES | 3.7% |
ROYAL BANK OF SCOTLAND GROUP PLC | 2.4% |
STANDARD CHARTERED | 2.1% |
BG GROUP | 2.1% |
BHP BILLITON | 1.9% |
Key | % Net Assets |
---|---|
BP | 6.0% |
ROYAL DUTCH SHELL B ORD | 4.4% |
VODAFONE GROUP | 4.4% |
HSBC HLDGS | 4.2% |
Other | 81% |
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 | 19/04/1971 |
---|---|
Fund Manager | David Bradbury |
TER | 1.54 (01-Mar-2013) |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 35 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.04 |
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