Redwheel UK Climate Engagement Fund - A GBP AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -10.9 | 21.3 | -1.3 | 9.0 | -2.2 | |
+/-Cat | -1.8 | 3.3 | 0.7 | 0.8 | -1.3 | |
+/-B’mrk | - | - | - | 1.4 | -0.8 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 27/03/2024 | GBP 163.08 | |
Day Change | -0.04% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | LU0542757579 | |
Fund Size (Mil) 27/03/2024 | GBP 24.59 | |
Share Class Size (Mil) 27/03/2024 | GBP 0.16 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/10/2023 | 1.75% |
Investment Objective: Redwheel UK Climate Engagement Fund - A GBP Acc |
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 Acc | 29/02/2024 |
|
|
Top 5 Holdings | Sector | % |
BP PLC | Energy | 7.18 |
Shell PLC | Energy | 6.39 |
Standard Chartered PLC | Financial Services | 5.54 |
Marks & Spencer Group PLC | Consumer Cyclical | 5.49 |
Barclays PLC | Financial Services | 5.35 |
Increase Decrease New since last portfolio | ||
Redwheel UK Climate Engagement Fund - A GBP Acc |