Key | % Net Assets |
---|---|
HSBC Holdings PLC | 6.6% |
BNP Paribas S.A | 5.2% |
HARGREAVES LANSDOWN PLC | 4.9% |
FRESENIUS MEDICAL CARE AG & CO.KGAA | 4.5% |
Other | 78.8% |
Name | % Net Assets |
---|---|
HSBC Holdings PLC | 6.6% |
BNP Paribas S.A | 5.2% |
HARGREAVES LANSDOWN PLC | 4.9% |
FRESENIUS MEDICAL CARE AG & CO.KGAA | 4.5% |
BASF SE | 4.4% |
BG Group PLC | 4.1% |
Qiagen N.V. | 4.0% |
Bayer AG | 4.0% |
Etablissementen Franz Colruyt N.V. | 4.0% |
Vodafone Group PLC | 3.9% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 478.89p |
Currency | GBP |
Change | 1.08p |
% | 0.23% |
YTD change | 30.20p |
YTD % | 6.73% |
Fund Inception | 12/07/2004 |
---|---|
Fund Manager | Dan Ison |
TER | 1.67 (30-Mar-2012) |
Minimum Investment | |
---|---|
Initial | £5000 |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | 3.75% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.09 |
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