O'Reilly logo

FT Guide to Exchange Traded Funds and Index Funds, 2nd Edition by David Stevenson

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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 ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required