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UK Equity Tracker Factsheet.pdf

CF59_C1105.pdf
Preview of UK Equity Tracker Factsheet
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📊 Size: 193 KB
📄 Pages: 2 pages
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Summary

The Clerical Medical UK Equity Tracker fund invests in UK shares to match the FTSE All-Share Custom Screened Index, with 99.7% in UK equities, and has a fund size of £61.8m. The top ten holdings include AstraZeneca, Shell, and HSBC, and the fund has returned 8.1% over the past year, with a cumulative return of 46.3% over the past five years. The fund tracks a custom screened index that excludes companies involved in controversial weapons, tobacco, and other unethical activities. Past performance is not a guide to future results, and investment value may fall as well as rise due to market and currency movements.

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Description

The Clerical Medical UK Equity Tracker fund invests in UK shares to match the FTSE All-Share Custom Screened Index, with 99.7% in UK equities, and has a fund...

Technical Information

  • File Format: PDF
  • File Size: 193 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 230
  • Last Updated: 1 week ago

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