Family Balanced International

IMA Sector:

Mixed Investment 40-85% Shares

ISIN:

GB0003323051

Fund Type:

Unit Trust

81.13p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 03-Apr-2009
  • Change: 2.27p
  • Change %: 2.88%
  • Currency: GBP
  • YTD change: 81.13p
  • YTD %: n/a

Fund Objective

To seek long term capital growth.

View on Past Performance

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%.

Fund Details

Latest Price 81.13p IMA Sector Mixed Investment 40-85% Shares
Currency British Pound Launch Date 18/03/1994
Fund Size n/a Fund Manager Gregor Logan
ISIN GB0003323051 Dividend 0.00p
 

Price Info

Date 03-Apr-2009
Bid 81.13p
Offer 81.13p
Currency GBP
Change 2.27p
% 2.88%
YTD change 81.13p
YTD % n/a

Fund Facts

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

Risks

Name %
Standard deviation 0.01
Sharpe ratio 0.07

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