Key | % Net Assets |
---|---|
![]() |
4.6% |
![]() |
4.3% |
![]() |
4.1% |
![]() |
3.9% |
![]() |
83.1% |
Name | % Net Assets |
---|---|
Lloyds Banking Group | 4.6% |
easyJet | 4.3% |
BP | 4.1% |
BT | 3.9% |
ITV | 2.9% |
Lukoil | 2.7% |
Close Brothers | 2.6% |
Ashtead Group | 2.6% |
TUI Travel | 2.6% |
3i Group | 2.4% |
No asset data available.
Date | 12-May-2025 |
---|---|
NAV | 3,375.35p |
Currency | GBP |
Change | -5.62p |
% | -0.17% |
YTD change | 327.22p |
YTD % | 10.74% |
Fund Inception | 23/12/1986 |
---|---|
Fund Manager | Philip Wolstencroft |
TER | 0.94 (31-May-2012) |
Minimum Investment | |
---|---|
Initial | £250000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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