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UK Equity Tracker.pdf

C299_EQSCO.pdf
Preview of UK Equity Tracker
🔗 Source: factsheets.financialexpress.net
📊 Size: 186 KB
📄 Pages: 2 pages
⬇️ Downloads: 218

Summary

The UK Equity Tracker 4 Life fund invests in UK shares via the HBOS Investment Fund Managers Limited UK Equity Tracker OEIC Fund, aiming to match the FTSE All-Share Custom Screened Index. The fund's asset allocation as of 31/12/2024 is 99.7% in UK Equities, with top holdings including AstraZeneca, Shell, and HSBC. The fund's performance from 31/12/2023 to 31/12/2024 was 7.5%, compared to the benchmark's 9.7%. The fund has a Morningstar and FE fundinfo rating, and its manager is the EMEA Portfolio Engineering Team. The fund's quarterly performance review notes that UK equities were lower over the quarter due to economic woes, including tax rises, inflation, and concerns over the UK government's fiscal policies.

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Description

The UK Equity Tracker 4 Life fund invests in UK shares via the HBOS Investment Fund Managers Limited UK Equity Tracker OEIC Fund, aiming to match the FTSE...

Technical Information

  • File Format: PDF
  • File Size: 186 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 218
  • Last Updated: 2 weeks ago

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This PDF document about UK Equity Tracker provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into UK Equity Tracker.

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