Key | % Net Assets |
---|---|
HSBC HLDGS | 8.8% |
Rio Tinto | 6.7% |
ROYAL DUTCH SHELL B ORD | 6.2% |
VODAFONE GROUP | 4.4% |
Other | 73.9% |
Name | % Net Assets |
---|---|
HSBC HLDGS | 8.8% |
Rio Tinto | 6.7% |
ROYAL DUTCH SHELL B ORD | 6.2% |
VODAFONE GROUP | 4.4% |
GLAXOSMITHKLINE | 3.9% |
ASTRAZENECA PLC | 3.8% |
BG Group | 3.5% |
TESCO | 3.2% |
LLOYDS BANKING GROUP PLC | 2.8% |
BHP BILLITON | 2.5% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 114.20p |
Currency | GBP |
Change | 0.40p |
% | 0.35% |
YTD change | 4.20p |
YTD % | 3.82% |
Fund Inception | 05/03/1999 |
---|---|
Fund Manager | Malcolm Murray |
TER | 1.72 (28-Feb-2014) |
Minimum Investment | |
---|---|
Initial | £1000 |
Additional | £250 |
Savings | £50 |
Charges | |
---|---|
Initial | 5.25% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.10 |
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