Waystone WS Sequel Cautious Income Strategy B Acc NAV

IMA Sector:

Mixed Investment 20-60% Shares

ISIN:

GB00B1DCMG97

Fund Type:

Unit Trust

137.21p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 01-May-2024
  • Change: -1.21p
  • Change %: -0.87%
  • Currency: GBP
  • YTD change: 4.20p
  • YTD %: 3.16%

Fund Objective

The Cautious Growth Fund aims to provide capital growth over the medium to long term.

Fund Performance

FTSE 100 FTSE 100 Fund Fund
5 year Waystone WS Sequel Cautious Income Strategy B Acc NAV
3 year Waystone WS Sequel Cautious Income Strategy B Acc NAV
1 Year Waystone WS Sequel Cautious Income Strategy B Acc NAV
6 Month Waystone WS Sequel Cautious Income Strategy B Acc NAV
1 Month Waystone WS Sequel Cautious Income Strategy B Acc NAV

Top 10 Holdings

Name % Net Assets
No holding data available.

Holdings Breakdown

No holdings data available.

Note 1: Forecast figures based on normalised accounts.

 

Price Info

Date 01-May-2024
NAV 137.21p
Currency GBP
Change -1.21p
% -0.87%
YTD change 4.20p
YTD % 3.16%

Fund Facts

Fund Inception 18/09/2006
Fund Manager n/a
TER 2.17 (31-Aug-2010)

Fund Reports

Minimum Investment
Initial £5000
Additional n/a
Savings £50
Charges
Initial 5.00%
Annual Mang't 1.50%
Exit n/a

Risks

Name %
No risk data available.

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