Breaking News
Get 45% Off 0
🚀 Get a powerful boost to your portfolio: June's freshest AI-picked stocks
Unlock Stocks
Close

F&c Institutional Uk Equity 4 Inc (0P000021FN)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
F&C Institutional UK Equity 4 Inc historical data, for real-time data please try another search
2.28 0.00    0.00%
09/08 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB0033139873 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.1M
F&C Institutional UK Equity 4 Inc 2.28 0.00 0.00%

0P000021FN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the F&C Institutional UK Equity 4 Inc (0P000021FN) fund. Our F&C Institutional UK Equity 4 Inc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.84 40.42 36.58
Shares 96.15 96.15 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.29 13.57
Price to Book 2.00 1.92
Price to Sales 1.40 1.29
Price to Cash Flow 9.98 8.86
Dividend Yield 3.69 3.54
5 Years Earnings Growth 7.64 8.98

Sector Allocation

Name  Net % Category Average
Financial Services 16.35 20.23
Consumer Cyclical 16.11 9.72
Consumer Defensive 12.47 14.43
Energy 11.92 9.73
Healthcare 11.90 11.34
Basic Materials 9.85 6.83
Industrials 9.28 15.47
Utilities 7.31 3.85
Real Estate 3.27 2.53
Technology 1.54 3.21

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 35

Number of short holdings: 3

Name ISIN Weight % Last Change %
Royal Dutch Shell PLC Class A GB00B03MLX29 9.05 - -
  HSBC GB0005405286 7.12 873.20 +0.21%
GlaxoSmithKline PLC GB0009252882 6.29 - -
  National Grid GB00BDR05C01 5.01 1,046.50 +1.50%
  Diageo GB0002374006 4.79 2,017.0 +0.05%
  Unilever GB00B10RZP78 4.42 56.00 +0.76%
  Prudential GB0007099541 4.30 844.80 -0.14%
  Relx GB00B2B0DG97 4.26 3,994.00 +0.10%
  Rio Tinto PLC GB0007188757 3.46 4,402.0 -1.32%
Smurfit Kappa Group PLC IE00B1RR8406 3.32 - -

Top Equity Funds by BMO Asset Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  FC Responsible Global Equity 1 Acc 1.19B -8.44 0.96 8.82
  FC Responsible Global Equity 1 Inc 1.19B -8.47 0.79 8.67
  FC Responsible Global Equity 2 Acc 1.19B -8.25 1.76 9.72
  FC Responsible Global Equity 4 Inc 1.19B -8.09 2.48 10.50
  FC Responsible Global Equity Fund 2 1.19B -10.61 1.96 9.60
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000021FN Comments

Write your thoughts about F&c Institutional Uk Equity 4 Inc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email