Appendix: The Essential 25
FTSE 100 – UK Equities
| Weight of largest holding – at end December 2011 | Royal Dutch Shell 9% |
| Weight of top 10 largest holdings | 46% |
| Yield: | 3.27% at end of December 2011 |
Returns
Region: Europe (not Eurozone)
| ANALYSIS | |
|---|---|
| Likely risk (high/medium/low) | Medium |
| Likely volatility | Medium |
| Suitable for ‘simple’ investors, i.e. small ISA investors | Yes |
| Diversification risk with top holdings, i.e. top three more than 20% of fund | Yes |
| Likely to be a core holding? | Yes |
| Market Cap based (MC)/Screened (S) | MC |
| Appeal to income investors? | Yes |
| Country breakdown: top three – December 2011 | 100% London listed but 60% of value of earnings ... |
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