Redwheel UK Climate Engagement Fund - R GBP IncRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -10.2 | 22.2 | -0.6 | 9.8 | 14.9 | |
+/-Cat | -1.1 | 4.3 | 1.5 | 1.6 | 7.5 | |
+/-B’mrk | - | - | - | 2.2 | 6.7 | |
Category: UK Large-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 21/11/2024 | GBP 86.01 | |
Day Change | 0.80% | |
Morningstar Category™ | UK Large-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | LU1017299824 | |
Fund Size (Mil) 21/11/2024 | GBP 24.85 | |
Share Class Size (Mil) 21/11/2024 | GBP 1.33 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 28/03/2024 | 0.95% |
Investment Objective: Redwheel UK Climate Engagement Fund - R GBP Inc |
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 11/02/2014 |
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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 - R GBP Inc | 31/10/2024 |
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Top 5 Holdings | Sector | % |
Barclays PLC | Financial Services | 6.03 |
Standard Chartered PLC | Financial Services | 5.97 |
Marks & Spencer Group PLC | Consumer Cyclical | 5.06 |
Shell PLC | Energy | 5.04 |
NatWest Group PLC | Financial Services | 4.88 |
Increase Decrease New since last portfolio | ||
Redwheel UK Climate Engagement Fund - R GBP Inc |