To provide investors with capital growth by investing in the most highly rated UK and overseas unit trusts provided by the top management groups. A modest level of income will also be afforded.
Latest Price | 137.94p | IMA Sector | Mixed Investment 40-85% Shares |
---|---|---|---|
Currency | British Pound | Launch Date | 10/01/2000 |
Fund Size | n/a | Fund Manager | Robin Thompson |
ISIN | GB0009506220 | Dividend | 0.00p |
Date | 08-May-2013 |
---|---|
Bid | 134.91p |
Offer | 140.98p |
Currency | GBP |
Change | 137.94p |
% | n/a |
YTD change | 137.94p |
YTD % | n/a |
Fund Inception | 10/01/2000 |
---|---|
Fund Manager | Robin Thompson |
TER | 2.90 (31-Jan-2010) |
Minimum Investment | |
---|---|
Initial | £2000 |
Additional | n/a |
Savings | £50 |
Charges | |
---|---|
Initial | 4.50% |
Annual Mang't | 1.25% |
Exit | n/a |
Name | % |
---|---|
Standard deviation | 0.02 |
Sharpe ratio | 0.05 |
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