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

Image

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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