Merrill Lynch UK Dynamic Trust

clock

Objective: "To achieve maximum capital growth through investment principally in a portfolio of quote...

Objective: "To achieve maximum capital growth through investment principally in a portfolio of quoted UK securities." Size: £75.8m Launched: 31 October 2000 Manager: Steve Thompson Performance to 28 February 2001: Three months: 0.1% (31 out of 300) Largest five holdings (% of portfolio at1 February 2001): GlaxoSmithKline (6.7%); BP Amoco (6.6%); Vodafone (6.1%); Royal Bank of Scotland (5.4%); Barclays (5.2%). Charges: initial 5.25%; annual 1.5% Rating: fr AAA Minimum investment: £1,000 lump sum, £50 a month regular savings Contact: 08457 405 405 Website: www.mlim.co.uk Manager ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Trustpilot