Manager
Schroder Unit Trusts Limited
Structure
Unit trust
Domicile
United Kingdom
Currency
GBP
Launched
24 May 1989
Benchmark
MSCI World NR GBP
| +20.00% |
| — |
| 3 years | +65.50% | — | +61.90% | — |
| 5 years | +83.90% | — | +72.70% | — |
| 10 years | +234.90% | — | +228.10% | — |
| Amazon.com Inc |
| 2.80% |
| 6 | Broadcom Inc | 1.90% |
| 7 | Meta Platforms Inc | 1.40% |
| 8 | Micron Technology Inc | 1.20% |
| 9 | Eli Lilly & Co | 1.20% |
| 10 | JPMorgan Chase & Co | 1.10% |
| 4.9% |
| Consumer Staples | 4.9% |
| Materials | 3.8% |
| Utilities | 2.1% |
| Real estate | 1.6% |
| Derivatives | 0.6% |
| Liquid Assets | 0.3% |
| United States | 74.3% | |
| Japan | 5.4% | |
| Canada | 3.4% | |
| Other | 3.1% | |
| United Kingdom | 2.3% | |
| France | 2.1% | |
| Germany | 2.1% | |
| Netherlands | 1.6% | |
| Spain | 1.5% | |
| Switzerland | 1.1% | |
| Australia | 1.0% | |
| Italy | 0.3% | |
| Liquid Assets | 0.0% |
| £1k |
| I Income GBP | GB0007661084 | 0766108 | Income | — | — | 0.29% | £100k |