Key | % Net Assets |
---|---|
HSBC | 7.2% |
BG Group | 5.4% |
GlaxoSmithKline | 4.7% |
BP | 4.1% |
Other | 78.6% |
Name | % Net Assets |
---|---|
HSBC | 7.2% |
BG Group | 5.4% |
GlaxoSmithKline | 4.7% |
BP | 4.1% |
Tullow Oil | 3.8% |
Cairn Energy | 3.4% |
Imperial Tobacco | 3.3% |
Cable & Wireless | 2.8% |
Xtrata | 2.8% |
Shire | 2.5% |
No asset data available.
Date | 27-Jan-2023 |
---|---|
NAV | 4,114.00p |
Currency | GBP |
Change | 2.00p |
% | 0.05% |
YTD change | 4,114.00p |
YTD % | n/a |
Fund Inception | 24/04/1970 |
---|---|
Fund Manager | Roger Jones |
TER | 0.93 (30-Apr-2011) |
Minimum Investment | |
---|---|
Initial | £500000 |
Additional | £25,000 |
Savings | n/a |
Charges | |
---|---|
Initial | 1.00% |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.07 |
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