SVS Church House UK Managed Growth Fund B Acc

Name
SVS Church House UK Managed Growth Fund B Acc
Manager
Church House Investment Management
Type
Unit Trust
ISIN
GB00BNBNR962
Sector
UK All Companies
Launched
18/06/2014
OCF
0.92 %
Risk Rating
3
3 Year Sharpe
0.78
3 Year Alpha
-0.94
Yield
2 %
Benchmark
FTSE AllSh TR GBP
The objective of the Trust is to provide investors with medium to long-term capital growth through an investment in a portfolio of UK equities. The Trust also seeks to manage growth with the option of investing a proportion of the portfolio in fixed interest securities, preference shares, listed investment funds and overseas securities.
Holding %
Microsoft Corp 3.61 %
Royal Dutch Shell PLC B 3.55 %
Diageo PLC 3.36 %
Smith & Nephew PLC 3.14 %
Rio Tinto PLC 3.00 %
BHP Group PLC 2.95 %
Roche Holding AG Dividend Right Cert. 2.85 %
Unilever PLC 2.79 %
Diploma PLC 2.67 %
RELX PLC 2.66 %
Region %
United Kingdom 83.66 %
United States 9.95 %
Europe - ex Euro 5.19 %
Sector %
Financial Services 22.45 %
Healthcare 14.81 %
Consumer Defensive 13.09 %
Industrials 12.32 %
Basic materials 10.88 %
Technology 9.63 %
Energy 8.05 %
Name
Church House Investment Management
Address
United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Rory Campbell-Lamerton
Joined 01/01/2018
James Mahon
Joined 03/31/2004

Data provided by Morningstar.

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