Key | % Net Assets |
---|---|
![]() |
6.5% |
![]() |
4.9% |
![]() |
4.4% |
![]() |
4.1% |
![]() |
80.1% |
Name | % Net Assets |
---|---|
London & Stamford | 6.5% |
MICROSOFT CORP | 4.9% |
BG GROUP | 4.4% |
JOHNSON & JOHNSON | 4.1% |
UNILEVER | 4.1% |
BRITISH AMERICAN TOBACCO | 3.6% |
Tesco | 3.5% |
GREGGS | 3.4% |
MEDTRONIC INC | 3.4% |
RATHBONE BROS | 3.1% |
No asset data available.
Date | 26-Mar-2025 |
---|---|
NAV | 574.95p |
Currency | GBP |
Change | 1.99p |
% | 0.35% |
YTD change | -2.47p |
YTD % | -0.43% |
Fund Inception | 06/03/2006 |
---|---|
Fund Manager | Ruth Keattch |
TER | 1.61 (31-Jan-2014) |
Minimum Investment | |
---|---|
Initial | £10000 |
Additional | £100,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.23 |
You are here: research