Key | % Net Assets |
---|---|
Threadneedle UK Equity Income | 7.8% |
BlackRock UK Equity | 6.8% |
db x-trackers Emerging Markets | 5.7% |
Standard Life UK Equity Growth | 5.0% |
Other | 74.7% |
Name | % Net Assets |
---|---|
Threadneedle UK Equity Income | 7.8% |
BlackRock UK Equity | 6.8% |
db x-trackers Emerging Markets | 5.7% |
Standard Life UK Equity Growth | 5.0% |
Eaton Vance US Value | 4.7% |
T Rowe US Large Cap Growth Equity | 4.4% |
HSBC S&P 500 | 4.0% |
Cazenove European | 3.7% |
Jupiter European Special Situations | 3.5% |
iShares DJ EuroStoxx 50 | 2.8% |
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 | 12/12/2003 |
---|---|
Fund Manager | 7IM / IMS |
TER | 2.08 (31-May-2011) |
Minimum Investment | |
---|---|
Initial | 1000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 4.00% |
Annual Mang't | 1.40% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.03 |
You are here: research