Redwheel UK Climate Engagement Fund - IR GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | - | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 02/05/2024 | GBP 109.76 | |
Day Change | 0.44% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | LU2736469490 | |
Fund Size (Mil) 02/05/2024 | GBP 24.99 | |
Share Class Size (Mil) 02/05/2024 | GBP 4.71 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: Redwheel UK Climate Engagement Fund - IR GBP Acc |
To provide an income and capital return to investors by investing primarily in UK equity securities. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Teahan 13/10/2010 | ||
Nicholas Purves 13/10/2010 | ||
Click here to see others | ||
Inception Date 04/03/2024 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Redwheel UK Climate Engagement Fund - IR GBP Acc | 31/03/2024 |
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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 - IR GBP Acc |