Key | % Net Assets |
---|---|
![]() |
3.0% |
![]() |
3.0% |
![]() |
2.9% |
![]() |
2.8% |
![]() |
88.3% |
Name | % Net Assets |
---|---|
Microsoft | 3.0% |
Wal-Mart | 3.0% |
Pfizer | 2.9% |
Intuit | 2.8% |
Qualcomm | 2.6% |
Anadarko Petroleum | 2.5% |
Ebay | 2.4% |
Citigroup | 2.4% |
Chevron | 2.1% |
Talisman Energy | 2.0% |
No asset data available.
Date | 17-Apr-2025 |
---|---|
NAV | 5,101.51p |
Currency | GBP |
Change | 0.000p |
% | n/a |
YTD change | -994.43p |
YTD % | -16.31% |
Fund Inception | 30/11/1972 |
---|---|
Fund Manager | Aled Smith |
TER | 1.66 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | £10 |
Savings | £10 |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.02 |
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