Key | % Net Assets |
---|---|
WAL-MART STORES INC | 7.5% |
MICROSOFT CORP | 4.2% |
TALISMAN ENERGY INC | 3.5% |
CARDINAL HEALTH INC | 3.5% |
Other | 81.3% |
Name | % Net Assets |
---|---|
WAL-MART STORES INC | 7.5% |
MICROSOFT CORP | 4.2% |
TALISMAN ENERGY INC | 3.5% |
CARDINAL HEALTH INC | 3.5% |
CARNIVAL | 3.4% |
AMERICAN INTERNATIONAL GROUP INC | 3.4% |
CHEVRON CORP | 3.3% |
DUKE ENERGY CORP | 3.2% |
JOY GLOBAL INC | 3.0% |
TIME WARNER INC | 2.9% |
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 | 15/11/1973 |
---|---|
Fund Manager | Bob Yerbury |
TER | - |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | 100 |
Savings | 20 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | -0.06 |
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