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
1.09
3 Year Alpha
-0.05
Yield
1.7 %
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 3.09 %
Diageo PLC 3.08 %
Smith & Nephew PLC 3.00 %
BHP Group PLC 3.00 %
Roche Holding AG Dividend Right Cert. 2.90 %
Royal Dutch Shell PLC B 2.75 %
Rio Tinto PLC 2.72 %
Unilever PLC 2.59 %
RELX PLC 2.55 %
Berkshire Hathaway Inc B 2.49 %
Region %
United Kingdom 80.82 %
United States 11.93 %
Europe - ex Euro 5.48 %
Sector %
Financial Services 19.76 %
Consumer Defensive 14.64 %
Healthcare 14.23 %
Industrials 13.75 %
Technology 12.31 %
Basic materials 8.73 %
Energy 7.87 %
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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