Manager
Schroder Unit Trusts Limited
Sector
North America
Structure
Unit trust
Domicile
United Kingdom
Currency
GBP
Launched
25 Apr 2017
Benchmark
S&P 500 NR
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| +17.20% |
| — |
| 3 years | +47.90% | — | +60.50% | — |
| 5 years | +70.00% | — | +85.10% | — |
| Since launch | +171.60% | — | +232.40% | — |
| Amazon.com Inc |
| 4.10% |
| 6 | Broadcom Inc | 2.90% |
| 7 | Meta Platforms Inc | 1.90% |
| 8 | Micron Technology Inc | 1.50% |
| 9 | JPMorgan Chase & Co | 1.40% |
| 10 | Eli Lilly & Co | 1.40% |
| 4.6% |
| Energy | 3.3% |
| Utilities | 2.8% |
| Real estate | 1.6% |
| Materials | 1.6% |
| Derivatives | 0.3% |
| Liquid Assets | 0.0% |
| — |
| Z Income GBP | GB00BYP24Z16 | BYP24Z1 | Income | — | — | 0.49% | £50k |