Manager
Schroder Unit Trusts Limited
Structure
Unit trust
Domicile
United Kingdom
Currency
GBP
Launched
30 Apr 1987
Benchmark
S&P 500 NR
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| +17.20% |
| — |
| 3 years | +64.90% | — | +60.50% | — |
| 5 years | +90.40% | — | +85.10% | — |
| 10 years | +284.00% | — | +282.30% | — |
| Amazon.com Inc |
| 4.20% |
| 6 | Broadcom Inc | 2.90% |
| 7 | Meta Platforms Inc | 1.90% |
| 8 | Eli Lilly & Co | 1.60% |
| 9 | JPMorgan Chase & Co | 1.50% |
| 10 | Micron Technology Inc | 1.50% |
| 4.1% |
| Energy | 3.2% |
| Utilities | 2.0% |
| Materials | 1.8% |
| Real estate | 1.7% |
| Liquid Assets | 0.3% |
| United States | 97.6% | |
| Canada | 1.7% | |
| Netherlands | 0.1% | |
| China | 0.1% | |
| Liquid Assets | 0.0% | |
| Australia | 0.0% | |
| Switzerland | 0.0% | |
| Puerto Rico | 0.0% | |
| Brazil | 0.0% |
| Americas | 99.3% | |
| Liquid Assets | 0.3% | |
| Europe ex-UK/Middle East | 0.2% | |
| Emerging Markets | 0.1% | |
| Other | 0.0% | |
| Pacific ex-Japan | 0.0% |
| — |