Key | % Net Assets |
---|---|
![]() |
6.1% |
![]() |
4.9% |
![]() |
3.5% |
![]() |
3.5% |
![]() |
82% |
Name | % Net Assets |
---|---|
BP PLC | 6.1% |
ROYAL DUTCH SHELL PLC | 4.9% |
VODAFONE GROUP PLC | 3.5% |
HSBC HOLDINGS PLC | 3.5% |
GLAXOSMITHKLINE PLC | 3.1% |
SCOTTISH POWER PLC | 2.8% |
SCOTTISH & SOUTHERN ENERGY PLC | 2.6% |
BG GROUP PLC | 2.6% |
ASTRAZENECA PLC | 2.5% |
BARCLAYS PLC | 2.5% |
No asset data available.
Date | 12-Jun-2025 |
---|---|
NAV | 750.20p |
Currency | GBP |
Change | -1.20p |
% | -0.16% |
YTD change | 63.20p |
YTD % | 9.20% |
Fund Inception | 25/09/1989 |
---|---|
Fund Manager | Joe Walters |
TER | - |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £500 |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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