Key | % Net Assets |
---|---|
National Grid | 6.7% |
GlaxoSmithKline | 6.4% |
Royal Dutch Shell | 6.4% |
BP | 6.1% |
Other | 74.4% |
Name | % Net Assets |
---|---|
National Grid | 6.7% |
GlaxoSmithKline | 6.4% |
Royal Dutch Shell | 6.4% |
BP | 6.1% |
Vodafone Group | 5.8% |
Leaf Clean Energy | 5.5% |
BAE Systems | 5.0% |
HSBC Holdings | 4.9% |
Meggitt | 4.8% |
Rio Tinto | 4.6% |
No asset data available.
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 01/11/2001 |
---|---|
Fund Manager | Jamie Allsopp |
TER | 1.10 (30-Sep-2008) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | 100 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.12 |
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