To invest in regulated collective investment schemes which aim to provide over the long-term a balanced return of income & capital growth.
Latest Price | 154.90p | IMA Sector | Volatility Managed |
---|---|---|---|
Currency | British Pound | Launch Date | 17/09/2003 |
Fund Size | n/a | Fund Manager | |
ISIN | GB0033457317 | Dividend | 0.54p |
Date | 06-May-2025 |
---|---|
NAV | 154.90p |
Currency | GBP |
Change | 0.100p |
% | 0.06% |
YTD change | 0.000p |
YTD % | n/a |
Fund Inception | 17/09/2003 |
---|---|
Fund Manager | n/a |
TER | 1.41 (05-Apr-2012) |
Minimum Investment | |
---|---|
Initial | £500 |
Additional | n/a |
Savings | £25 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.15% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.06 |
You are here: research