LSE - Delayed Quote GBp

UWS Fidelity Global Focus (0P00008E7Y.L)

3,526.72 +10.80 (+0.31%)
At close: November 25 at 8:00 PM GMT

Top 10 Holdings (32.89% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.51%
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 3.71%
BSX
Boston Scientific Corporation 3.64%
SSE.L
SSE plc 3.62%
NEE
NextEra Energy, Inc. 3.50%
ELV
Elevance Health, Inc. 3.03%
HCA
HCA Healthcare, Inc. 2.86%
CRM
Salesforce, Inc. 2.84%
UNH
UnitedHealth Group Incorporated 2.63%
SW
Smurfit Westrock Plc 2.55%
Get Quotes for Top Holdings

Sector Weightings

Sector0P00008E7Y.L
Technology   30.48%
Healthcare   23.09%
Industrials   21.34%
Financial Services   8.88%
Utilities   7.37%
Consumer Cyclical   5.36%
Communication Services   1.99%
Basic Materials   1.50%
Real Estate   0.00%
Consumer Defensive   0.00%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 0.89%
Stocks 98.57%
Bonds 0.05%
Others 0.48%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average 0P00008E7Y.L Category Average
Price/Earnings 0.04 --
Price/Book 0.26 --
Price/Sales 0.38 --
Price/Cashflow 0.06 --
Median Market Cap 49,681.65 --
3 Year Earnings Growth 18.44 --

Bond Holdings

Performance & Risk

YTD Return 12.56%
5y Average Return 7.70%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Utmost Wealth Solutions
Net Assets 2.64M
YTD Return 8.03%
Yield 0.00%
Morningstar Rating --
Inception Date May 30, 2005

Fund Summary

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