Family Regency Acc

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0003319596

Fund Type:

Unit Trust

 0.00
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: --2025
  • Change: 0.00
  • Change %: n/a
  • Currency:
  • YTD change: 0.00
  • YTD %: n/a

Fund Objective

To seek long term capital growth.

View on Past Performance

Regionally the portfolio is overweight in UK equities at the expense of overseas equities, in the belief that UK equities offer relatively good prospects at reasonable valuations and the UK authorities are already part way through the credit tightening cycle.

Fund Details

Latest Price 0.00 IMA Sector Mixed Investment 40-85% Shares
Currency Launch Date 01/07/1994
Fund Size n/a Fund Manager Alan Perkins
ISIN GB0003319596 Dividend 0.00
 

Price Info

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 Facts

Fund Inception 01/07/1994
Fund Manager Alan Perkins
TER -
Minimum Investment
Initial 500
Additional n/a
Savings 50
Charges
Initial n/a
Annual Mang't 1.95%
Exit n/a

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.04

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