SPW MM UK Eq Income B Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 72 GBP (26/04/2024) |
| Fund size (mil) | 364 GBP (28/03/2024) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 29.82 |
| Total number of equity holdings | 111 |
| Total number of bond holdings | 0 |
| Holdings 31/03/2024 | % of assets |
|---|---|
| GSK PLC | 4.41 |
| Shell PLC | 4.29 |
| BP PLC | 4.09 |
| Jupiter Income Trust I Inc | 3.50 |
| AstraZeneca PLC | 2.78 |
| Barclays PLC | 2.51 |
| HSBC Holdings PLC | 2.26 |
| NatWest Group PLC | 2.11 |
| Anglo American PLC | 1.95 |
| RELX PLC | 1.92 |