Key | % Net Assets |
---|---|
HSBC HLDGS | 7.5% |
BP | 6.9% |
GlaxoSmithKline | 4.6% |
Royal Dutch Shell A | 4.2% |
Other | 76.8% |
Name | % Net Assets |
---|---|
HSBC HLDGS | 7.5% |
BP | 6.9% |
GlaxoSmithKline | 4.6% |
Royal Dutch Shell A | 4.2% |
ROYAL DUTCH SHELL A ORD | 4.1% |
RIO TINTO | 3.2% |
ROYAL DUTCH SHELL B ORD | 3.0% |
BRITISH AMERICAN TOBACCO | 2.8% |
BHP BILLITON | 2.7% |
ASTRAZENECA PLC | 2.6% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 450.00p |
Currency | GBP |
Change | 1.80p |
% | 0.40% |
YTD change | 20.40p |
YTD % | 4.75% |
Fund Inception | 15/09/1988 |
---|---|
Fund Manager | Terry Wood |
TER | 0.15 (31-Oct-2009) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250,000 |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.10% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.06 |
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