Key | % Net Assets |
---|---|
![]() |
5.2% |
![]() |
4.7% |
![]() |
4.4% |
![]() |
4.2% |
![]() |
81.5% |
Name | % Net Assets |
---|---|
HSBC HOLDINGS | 5.2% |
XSTRATA | 4.7% |
LLOYDS BANKING GROUP | 4.4% |
ROYAL DUTCH SHELL B SHARES | 4.2% |
BG GROUP | 4.2% |
GLAXOSMITHKLINE | 3.9% |
BP | 3.9% |
LLOYDS BANKING GROUP | 3.5% |
PRUDENTIAL | 2.8% |
IMPERIAL TOBACCO GROUP | 2.7% |
No asset data available.
Date | 25-Apr-2025 |
---|---|
NAV | 328.10p |
Currency | GBP |
Change | 2.10p |
% | 0.64% |
YTD change | -9.30p |
YTD % | -2.76% |
Fund Inception | 21/12/1992 |
---|---|
Fund Manager | Jamie Hooper |
TER | 1.51 (15-May-2011) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £100 |
Savings | £50 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.09 |
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