Key | % Net Assets |
---|---|
Vodafone Group PLC | 5.5% |
Morgan Stanley Euro Conv Bond | 5.3% |
BP PLC | 4.4% |
Royal Dutch Shell | 4.3% |
Other | 80.5% |
Name | % Net Assets |
---|---|
Vodafone Group PLC | 5.5% |
Morgan Stanley Euro Conv Bond | 5.3% |
BP PLC | 4.4% |
Royal Dutch Shell | 4.3% |
AstraZeneca Plc | 3.9% |
GlaxoSmithKline PLC | 3.4% |
Germany (FED REP) 4.25% BDS 07/04/20 | 3.3% |
BHP Billiton | 3.2% |
UK Conv Gilt 4.75% 09/07/2015 | 2.7% |
HSBC Holdings PLC | 2.4% |
No asset data available.
Date | 06-Apr-2020 |
---|---|
Bid | 405.20p |
Offer | 425.50p |
Currency | GBP |
Change | -0.30p |
% | -0.07% |
YTD change | 415.35p |
YTD % | n/a |
Fund Inception | 12/08/1994 |
---|---|
Fund Manager | Philip Brides |
TER | 0.02 (27-Jun-2014) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.50% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.09 |
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