F&C Institutional UK Equity 4 Inc
Latest (Mid) Price:
GBX 228.10
Day Change:
-1.55%
| Shares Class | Inc. |
|---|---|
| Yield | 2.50 |
| Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 5,907,800.00 | Launch Date | 22/11/1982 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 10,000.00 | Total Expense Ratio (%) | 0.00 |
| ISIN | GB0033139873 | Min Topup (£) | 10,000.00 | Ongoing Charge (%) | 0.2000 (on 29/01/2018) |
Fund Objective
The Fund aims to provide long-term capital growth from a balanced portfolio of UK equities.
Fund Managers
David Moss
David is a fund manager in the European equities team, specialising in high alpha strategies. He joined the group in 1996 focusing on government and corporate bond analysis before moving on to equities. He began his career in 1997 at Barclays, where he was an analyst in the corporate lending team. David graduated from the University of Loughborough in 1996 with a BSc in Economics. He has obtained his ACIB and IIMR qualifications and is a member of the CFA Society of the UK.
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Basic Materials | 5.17% |
| Consumer Goods | 14.56% |
| Consumer Services | 10.78% |
| Financials | 4.28% |
| Health Care | 16.55% |
| Industrials | 5.82% |
| Net Current Assets | 18.60% |
| Oil & Gas | 13.77% |
| Utilities | 10.47% |
Top 10 Holdings
| Name | Weight |
|---|---|
| ROYAL DUTCH SHELL | 8.61% |
| GLAXOSMITHKLINE | 8.57% |
| NATIONAL GRID | 7.00% |
| RELX NV | 5.47% |
| BP | 5.16% |
| IMPERIAL BRANDS PLC | 4.78% |
| SHIRE PLC | 4.64% |
| DIAGEO | 3.74% |
| MELROSE INDUSTRIES PLC | 3.56% |
| PENNON GROUP | 3.47% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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