Key | % Net Assets |
---|---|
Schroder UTL UK Alpha Plus | 7.2% |
Invesco Perpetual Income | 6.8% |
Fidelity Special Situations Class A | 6.7% |
Fidelity MoneyBuilder Income Class A | 6.0% |
Other | 73.3% |
Name | % Net Assets |
---|---|
Schroder UTL UK Alpha Plus | 7.2% |
Invesco Perpetual Income | 6.8% |
Fidelity Special Situations Class A | 6.7% |
Fidelity MoneyBuilder Income Class A | 6.0% |
AXA Framlington UK Select Opportunities | 5.9% |
Artemis Income | 5.8% |
Templeton Global Bond I Ydis EUR | 5.6% |
UBS US Growth Class B | 5.4% |
Findlay Park American Smaller Companies USD | 4.8% |
Traditional Funds Plc Global Emerging Markets | 3.7% |
No asset data available.
Date | 21-Nov-2024 |
---|---|
NAV | 192.24p |
Currency | GBP |
Change | 0.45p |
% | 0.23% |
YTD change | 15.31p |
YTD % | 8.65% |
Fund Inception | 24/04/2007 |
---|---|
Fund Manager | n/a |
TER | 1.52 (28-Aug-2011) |
Minimum Investment | |
---|---|
Initial | n/a |
Additional | n/a |
Savings | n/a |
Charges | |
---|---|
Initial | n/a |
Annual Mang't | 0.75% |
Exit | n/a |
Name | % |
---|---|
No risk data available. |
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