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You have selected Specialist in the Sector Specialist: Financials AIC Sector.

The Sector Specialist: Financials sector is defined as follows: Companies whose policy is to invest in the financial services securities.

Click on a company name to view the company's profile.

Further information

4 found - updated 06/09/2010
Company Sort by Company name
Share price total return on £100
 Total Expense
Ratio (TER %) Sort by Total Expense Ratio
Disc / Prem (%) Sort by Discount/Premium Gross gearing Sort by Gross gearing Net gearing Sort by Net gearing 5 year div growth (%) Sort by 5 year div growth (%) Div yield (%) Sort by Div yield
1 year Sort by Share Price Performance (1 year) 3 year Sort by Share Price Performance (3 year) 5 year Sort by Share Price Performance (5 year) 10 year Sort by Share Price Performance (10 year)
Sector Specialist: Financials average 91.9 62.7 116.7 97.4 5.06 -23.3 140 111 -2.1 5.5
Asset Management 120.6 119.5 263.4 124.9 5.32 -18.2 [-17.3] 100 [100] 73 12.0 10.8
Blue Planet European Financials 58.6 27.1 44.9 56.5 4.72 -33.7 [-33.3] 147 [147] 138 N/A N/A
Blue Planet Financials Growth & Income 83.0 35.9 53.6 90.1 5.25 -25.4 [-25.6] 164 [164] 67 N/A N/A
Blue Planet Worldwide Financials 62.3 35.0 57.6 97.9 4.80 -32.5 [-33.9] 163 [161] 148 -11.0 2.5

About this table

If a field in the above table contains "N/A" the data is either not calculated, available or applicable.

Discount/premiums are calculated based on estimated data by Morningstar. For further information on the NAV estimation procedure please see Net asset value. TERs in this table are calculated excluding performance fees. A gross gearing figure of 100 means there is no gearing. Please see the glossary for more information on share price total return, TERs, discounts/premiums, gearing, dividend growth and dividend yields.

You should be aware of the risks associated with equity investments. Actual results and developments may be materially different from past performance and from any forecast, opinion or expectation expressed on this website. Past performance must not be relied on as a guide to future performance. Market and currency movements may cause the value of investments and the income from them to fall as well as rise and you may get back less than you invested when you decide to sell your investments.

If you don't understand the information provided in this table, you should seek advice from a financial adviser.

For more information about the statistics, data and methodologies please contact us statistics@theaic.co.uk

Data copyright © Morningstar. All rights reserved. www.morningstar.co.uk.


 

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