Sector
UK All Companies
Structure
Unit trust
Domicile
UK
Currency
GBP
Launched
1 Oct 1999
Benchmark
FTSE Cus All-Share Mid (12:00 UK) Net (UK UCIT) TR
Loading fund…
| 1 year |
| +21.70% |
| — |
| +21.75% |
| — |
| 3 years | +55.32% | — | +55.76% | — |
| 5 years | +73.69% | — | +74.39% | — |
| Annualised (a year) | ||||
| 3 years | +15.79% | — | +15.90% | — |
| 5 years | +11.67% | — | +11.76% | — |
| Unilever |
| 3.40% |
| 6 | British American Tobacco | 3.20% |
| 7 | BP | 2.90% |
| 8 | GSK | 2.60% |
| 9 | Rio Tinto | 2.60% |
| 10 | Barclays | 2.40% |
| 6.5% |
| Utilities | 4.2% |
| Other | 3.4% |
| Technology | 2.4% |
| United Kingdom | 100.0% | |
| Other | 0.0% |
| Large | 73.3% | |
| Mid | 16.7% | |
| Small | 10.0% | |
| Undefined | — |
| — |