Key | % Net Assets |
---|---|
![]() |
9.2% |
![]() |
8.1% |
![]() |
7.8% |
![]() |
6.0% |
![]() |
68.9% |
Name | % Net Assets |
---|---|
BP | 9.2% |
Royal Dutch Petroleum | 8.1% |
HSBC Holdings | 7.8% |
GlaxoSmithKline | 6.0% |
Vodafone Group | 4.7% |
Royal Bank of Scotland | 4.3% |
Barclays | 3.1% |
AstraZeneca | 3.0% |
HBOS | 3.0% |
Lloyds TSB Group | 2.2% |
No asset data available.
Date | 07-May-2025 |
---|---|
NAV | 327.80p |
Currency | GBP |
Change | -1.20p |
% | -0.36% |
YTD change | 15.50p |
YTD % | 4.96% |
Fund Inception | 29/09/2003 |
---|---|
Fund Manager | Neil Blower |
TER | 1.50 (31-Dec-2008) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £500 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.32 |
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