Sector
UK All Companies
Structure
Unit trust
Domicile
UK
Currency
GBP
Launched
26 Feb 1996
Benchmark
FTSE Custom 350 Net of Tax Midday TR GBP
Loading fund…
| 1 year |
| +21.68% |
| — |
| +21.79% |
| — |
| 3 years | +55.38% | — | +55.76% | — |
| 5 years | +74.93% | — | +75.36% | — |
| Since launch | +83.50% | — | +83.57% | — |
| Annualised (a year) | ||||
| 3 years | +15.81% | — | +15.90% | — |
| 5 years | +11.83% | — | +11.88% | — |
| Since launch | +9.26% | — | +9.26% | — |
| Unilever |
| 3.50% |
| 6 | British American Tobacco | 3.20% |
| 7 | BP | 2.90% |
| 8 | GSK | 2.60% |
| 9 | Rio Tinto | 2.60% |
| 10 | Barclays | 2.40% |
| 6.4% |
| Utilities | 4.3% |
| Other | 3.3% |
| Technology | 2.5% |
| United Kingdom | 100.0% | |
| Other | 0.0% |
| Large | 74.1% | |
| Mid | 16.8% | |
| Small | 9.1% | |
| Undefined | — |
| — |