Key | % Net Assets |
---|---|
![]() |
6.0% |
![]() |
3.9% |
![]() |
2.8% |
![]() |
1.8% |
![]() |
85.5% |
Name | % Net Assets |
---|---|
Treasury 4.75% 2020 | 6.0% |
Treasury 5% 2012 | 3.9% |
BG Group | 2.8% |
Novartis | 1.8% |
Spirax-Sarco Engineering | 1.7% |
HSBC Infrastructure | 1.6% |
WPP | 1.6% |
Covidien | 1.6% |
Johnson Matthey | 1.5% |
SABMiller | 1.5% |
No asset data available.
Date | 07-May-2025 |
---|---|
NAV | 259.60p |
Currency | GBP |
Change | -0.70p |
% | -0.27% |
YTD change | -4.50p |
YTD % | -1.70% |
Fund Inception | 24/07/2009 |
---|---|
Fund Manager | n/a |
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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