Key | % Net Assets |
---|---|
![]() |
5.0% |
![]() |
3.7% |
![]() |
3.4% |
![]() |
3.3% |
![]() |
84.6% |
Name | % Net Assets |
---|---|
Vodafone | 5.0% |
BG Group | 3.7% |
Xstrata | 3.4% |
Tullow Oil | 3.3% |
Barclays | 2.5% |
TalkTalk Telecom Group | 2.3% |
IMI | 2.2% |
Compass Group | 2.2% |
Compass Group | 2.0% |
Scottish & Southern Energy | 1.9% |
No asset data available.
Date | 07-May-2025 |
---|---|
NAV | 200.40p |
Currency | GBP |
Change | 1.00p |
% | 0.50% |
YTD change | 3.20p |
YTD % | 1.62% |
Fund Inception | 16/02/1998 |
---|---|
Fund Manager | Lesley Duncan |
TER | 1.60 (28-Sep-2012) |
Minimum Investment | |
---|---|
Initial | £250000 |
Additional | £50,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.03 |
Sharpe ratio | 0.14 |
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