Redwheel UK Climate Engagement Fund - A GBP IncRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -10.9 | 21.3 | -1.3 | 9.0 | 3.9 | |
+/-Cat | -1.8 | 3.3 | 0.7 | 0.8 | 0.6 | |
+/-B’mrk | - | - | - | 1.4 | 0.5 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 24/04/2024 | GBP 75.18 | |
Day Change | -0.03% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | LU0539372507 | |
Fund Size (Mil) 24/04/2024 | GBP 24.78 | |
Share Class Size (Mil) 24/04/2024 | GBP 0.28 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/10/2023 | 1.75% |
Investment Objective: Redwheel UK Climate Engagement Fund - A GBP Inc |
To provide an income and capital return to investors by investing primarily in UK equity securities. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
John Teahan 13/10/2010 | ||
Nicholas Purves 13/10/2010 | ||
Click here to see others | ||
Inception Date 13/10/2010 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Redwheel UK Climate Engagement Fund - A GBP Inc | 31/03/2024 |
|
|
Top 5 Holdings | Sector | % |
BP PLC | Energy | 7.20 |
Shell PLC | Energy | 6.31 |
Marks & Spencer Group PLC | Consumer Cyclical | 5.53 |
Barclays PLC | Financial Services | 5.48 |
Standard Chartered PLC | Financial Services | 5.20 |
Increase Decrease New since last portfolio | ||
Redwheel UK Climate Engagement Fund - A GBP Inc |