To seek long term capital growth.
In the six months covered by this review, Sep 2003 to Feb 2004, the offer price of the Family Balanced Trust units rose by 5.75%.
Latest Price | 0.00 | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | Launch Date | 18/03/1994 | |
Fund Size | n/a | Fund Manager | Gregor Logan |
ISIN | GB0003323051 | Dividend | 0.00 |
Date | n/a |
---|---|
Bid | 0.00 |
Offer | 0.00 |
Currency | n/a |
Change | 0.00 |
% | n/a |
YTD change | 0.00 |
YTD % | n/a |
Fund Inception | 18/03/1994 |
---|---|
Fund Manager | Gregor Logan |
TER | - |
Minimum Investment | |
---|---|
Initial | 500 |
Additional | n/a |
Savings | 50 |
Charges | |
---|---|
Initial | 5.00% |
Annual Mang't | 1.00% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.01 |
Sharpe ratio | 0.07 |
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